Tech Entrepreneurs Exclusively
Tax Savings & Corporate Wealth Transfer Conference
Complimentary Fine Dining Session
Tax Savings & Corporate Wealth Transfer Conference for Tech Entrepreneurs Only
Exclusive Event – Fine Dining Experience
August 1, 2026 (Saturday) · Toronto
August 29, 2026 (Saturday) · Vancouver
Tailored for Experienced Tech Entrepreneurs
This conference is designed for Tech Entrepreneurs who want to reduce taxes, protect assets, and strategically grow their wealth.
Hosted by GT Wealth, a team of planners with over 100 years of combined experience, we proudly serve top 1% income earners across British Columbia, Alberta, and Ontario. As a leading one-stop firm in tax savings and corporate wealth transferring, we specialize in strategies that deliver measurable, lasting results.
Case Study: Mr. Moha XXX
Below is a preview of the tailor-made 10-page Advice Memo for Moha, outlining key issues, proposed solutions, legal structures, and second-stage opportunities. If you’d like a customized Advice Memo, book a complimentary 30-minute Zoom consultation with our relationship advisor for tailored insights.
This accomplished tech founder has built a $21.6 million portfolio across corporate holdings, liquid investments, and registered accounts. Their priorities are clear: unwind $2.8 million in registered assets tax-efficiently and transition more than $12.6 million of corporate surplus and equity value to the next generation with minimal tax erosion.
Despite their massive success, their existing plan was sufficient for an average investor but completely inadequate to navigate complex corporate structures. Through advanced structuring, this founder engaged us to optimize pre-liquidity tax exposure, facilitate friction-free corporate transitions, and unlock an estimated $10 million in lifetime tax savings.
Key Financial Issues
➡️ Significant Final Tax Liabilities
Under Section 70(5) of the Income Tax Act, all capital assets are deemed disposed of at death, triggering substantial tax. Projected Estate Value (5% growth assumption): $76 million. Estimated Tax at Death: $19 million
➡️ Capital Gains on Tech Entrepreneur Sale
The dental practice is appraised at $3.5 million, with a significant capital gains tax upon sale. Estimated Capital Gains Tax: $875,000.
➡️ $2.8 million RRSP Tax Exposure
At age 71, RRSPs must convert to a RRIF, forcing taxable withdrawals on a minimum schedule. Projected Taxes During Lifetime Withdrawals: $2.72 million. Remaining RRSP at Age 90: $4.05 million — fully taxable at death, creating an additional $2.16 million tax liability. Total of $4.88 million taxes paid for the lifetime of RRSP redemption.
Solutions
✅ Estate Freeze
(Income Tax Act Section 86 & 51)
Lock in today’s asset values for tax purposes and pass future growth to the next generation tax-efficiently. You keep preferred shares equal to the current asset values, while your child receives common shares starting at zero value. All future growth accrues to the common shares.
➡️Example: $12.6M real estate portfolio projected to $42.6M in 25 years.
➡️Without planning: ~$8.9M tax.
➡️With Estate Freeze: ~$1.4M immediate exposure — a $7.5M reduction.
✅Lifetime Capital Gains Exemption (LCGE)
(Income Tax Act Section 110.6)
Shelter up to $1.25M of capital gains from tax when selling shares of a Qualified Small Business Corporation (QSBC).
➡️Qualification Criteria: Shares held >24 months by you or a related person; 50%+ of corporate assets in active Canadian business during that period; and 90%+ of assets in active Canadian business use at the time of sale.
➡️Impact: ~$312K in tax savings, with potential for an additional $500K through advanced structuring.
✅RRSP Meltdown Strategy
(Income Tax Act Paragraph 20(1)(c))
Leverage the interest meltdown strategy to gradually draw down RRSPs while reducing overall lifetime tax. By withdrawing $100,000 annually from your RRSP and using the proceeds for interest funding, these interest payments become fully deductible against your personal income.
➡️Results: $2M transferred from RRSP with ~$1.07M tax savings, while also reducing tax payable at both withdrawal and death.
Additional Key Strategies to Be Reviewed After Above Priorities Are Addressed...
✅Family Trust
Asset protection & income splitting
✅Shared-Ownership Plan
Income protection and a guaranteed retirement fund via tax free corporate funding reimbursement via this plan
✅Health Spending Account (HSA)
Tax efficient way for personal medical expenses through your corporation
✅Property Tax Savings Program
Utilize on annual property taxes immediately
Advanced Tax & Wealth Planning Insights for Tech Entrepreneur
Our expert speaker will provide actionable insights on the relevant sections of the Income Tax Act to help you achieve targeted wealth creation and tax savings — ranging from millions to tens of millions.
✅Income Tax Act s. 15(1)
Use corporate assets to reduce tax when repaying a personal mortgage or acquiring personal property.
✅ITA s. 20(1)(c)
Transfer corporate assets to personal hands with a 50% tax offset and reduce passive income taxed at 50% to retain capital.
✅ITA s. 148
Withdraw RRSP/RRIF tax-efficiently; implement a self-insured retirement plan to minimize 50% tax and a 15% government claw back.
✅ITA s. 138.1
Invest through Canada, U.S., Europe, and Asia sector funds with 2–3× returns (2014–2024) and optional principal guarantees.
✅Income Tax Act s. 85
Transfer shares to family without immediate tax; mitigate deemed disposition capital gains tax of 25% at the estate.
✅ITA s. 104
Use trust structures to safeguard assets against mismanagement and protect from relationship breakdown.
✅ITA s. 73(1.01)
Transfer assets to an alter ego trust to avoid 5% probate fees and reduce the risk of family disputes.
Tax Savings & Corporate Wealth Transfer Conference for Tech Entrepreneur Only
Exclusive Event – Fine Dining Experience
August 1, 2026 (Saturday) · Toronto
August 29, 2026 (Saturday) · Vancouver
🎥 Real Questions From Tech Entrepreneurs
Tax Savings & Corporate Wealth Transfer Conference for Tech Entrepreneur Only
Exclusive Event – Fine Dining Experience
August 1, 2026 (Saturday) · Toronto
August 29, 2026 (Saturday) · Vancouver
📸 Gallery: Our Recent Event
Limited-Time Offer
Be among the first 20 confirmed Tech Entrepreneur to register and attend free of charge. Your experience includes:
Fine Dining – Enjoy a three-course meal of your choice
Exclusive – Limited to dentists, and their partners
Private Q&A – 30-minute one-on-one interview
$500 Value Advice Memo – Initial report tailored to your chosen areas
Presented By - One of the most well-known high-net-worth speakers
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