Canadian Business Owners
You’re incorporated and successful. Now the challenge is how do you keep more of your wealth, grow it tax-efficiently, use it tax-efficiently and pass it down to your family smoothly and tax-efficiently.
Let's MeetCanadian Business Owners
You're a profitable, incorporated business owner and you face very unique problems that not many Canadians face. Like we say in our book “more money, more problems” - you want a financial team that understands your situation and your complexities.
Common Challenges Faced
Business owners in Canada face challenges that the rest of the population don’t. Successful business owners are subject to very high taxes work with high-income professionals in many fields, lawyers, accountants, doctors, engineers, consultants, developers and more..
Keep More of Your Money
Your income produces the most money for you. Now how do you keep it and grow it in a safe way that’s there for you and doesn’t get taxed into oblivion?
Grow Your Money Safely
You want trusted professionals on your team to grow your wealth. A team that can get you the risk-adjusted returns you expect from high performing experts at a fair price. A team you can offload investment management to and know it’s being handled well.
Use Your Money
You've invested a lot into the education, skills and experience needed to generate an above-average income. The #1 determinant of your financial success is your ability to earn. Protect your #1 asset—yourself—so you can reach your financial goals no matter what happens.
Transfer
When can you retire? How much can you retire with? What if it goes better or worse? Let us get you the peace of mind needed so that you can live your best life.
Investing For Future You
In your situation you now face different problems. We work with you to craft solutions that fit your current situation and help achieve your goals for the future.
Who We Serve
Incorporated Professionals
You’re earning a great income. You want to grow it, keep it, use it to retire and pass it on to your kids.
Incorporated Professionals
You’re earning a great income. You want to grow it, keep it, use it to retire and pass it on to your kids.
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Affluent Families/Estates
You want to pass on your family legacy in a private and tax-efficient way. You want to keep the assets in the family.
Affluent Families/Estates
You want to pass on your family legacy in a private and tax-efficient way. You want to keep the assets in the family.
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Your Advisors
You want all your advisors like accountant, lawyer, investment advisors, bankers to collaborate and work together for you. We’re happy to collaborate with your team and set the right plan in place for you.
Your Advisors
You want all your advisors like accountant, lawyer, investment advisors, bankers to collaborate and work together for you. We’re happy to collaborate with your team and set the right plan in place for you.
Read MoreBuild a Lasting Legacy
We hope to hear from you soon.
Yes! Safe Pacific offers virtual meetings for clients across Canada. We understand that your time is valuable, so we provide flexible online consultations via video call or phone. We can discuss your financial goals, insurance needs, and investment strategies—all from the comfort of your home or office.
Yes, you must be a Canadian resident to work with Safe Pacific. Our financial strategies, insurance solutions, and investment services are designed specifically for Canadians. If you are a Canadian citizen living in Canada, we can help you build a tailored financial plan to protect, grow, and maximize your wealth.
That’s fine - many people don’t have all their documents organized. In our first meeting we can keep things high-level and use ballpark numbers. As we work together, and if we require more specific information, we can collect those documents at that time.
Contact us
Let’s chat. Fill out this form and a member of our team will get back to you within 24hrs on business days.
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