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Business Owners Financial Questionnaire

1. Do you have a large personal mortgage of $1,000,000 or more?
2. Would you like to make your mortgage tax-deductible and cut your payments in half?
3. Have you paid tuition for a professional degree leading to a license, or are you currently paying for a child’s tuition in a professional school?
4. Would you like to use corporate dollars to reimburse yourself for these tuition costs?
5. Does your corporation make $1M in profit annually, and do you operate only one corporation?
6. Do you have parents to support either in Canada or abroad?
7. Are you aware that if you plan to leave a legacy to your family, faith, or charity, without proper planning you could end up repaying all deferred taxes on death?

Thank you for submitting! We'll get back to you shortly!

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