Your virtual family office
Get your advisor, accountant, and lawyer working from one plan instead of in silos.
Profit to Prosperity · The Newsletter
Turn corporate profit into lasting personal prosperity.
A planning guide for Canadian incorporated professionals, explained simply. Subscribe to Profit to Prosperity and get The Incorporated Professional's Wealth Efficiency Checklist: seven planning levers to review with your accountant, lawyer, and advisor.
Download the guide
Free PDF. Verify your email, then download instantly. Unsubscribe anytime. Educational only, not advice.
- 7 planning sections
- Self-assessment scorecard
- Built for incorporated professionals
IndependentAdvice in your corner
Incorporated focusProfessionals & owners
Explained simplyClear, no pressure
Ottawa, OntarioArthur Wealth Management
What's inside
Seven levers that shape long-term outcomes
The checklist walks through the areas that most often move the needle for incorporated professionals, then ends with a scorecard to find your three most pressing items.
Corporate surplus cash
Know how much to hold, and what idle balances are costing you after tax.
Salary, dividends & mix
Revisit how you pay yourself: RRSP room, CPP, and corporate tax all interact.
Investment tax efficiency
Understand how each type of income is taxed differently inside the corporation.
Retirement income sequencing
Draw from corporation, RRSP, TFSA, and CPP/OAS in a tax-smart order.
Corporate-owned insurance
Make sure every policy has a clear purpose, owner, and beneficiary.
Estate & succession planning
Map shares, holding companies, and transfers early, while the most options remain on the table.
Self-assessment scorecard
Score yourself out of 35 and flag the three items worth a second opinion.
Who it's for
Built for incorporated professionals & business owners
If you earn through a corporation, this guide is for you, whatever your field. Whenever your finances live in two places at once, your corporation and your personal balance sheet, the same planning levers apply.
- Any incorporated professional, from medicine and dentistry to law, engineering, IT, and the trades
- Consultants and contractors operating through a corporation
- Business owners holding surplus cash inside the company
About
Matthew Arthur, CFP®, CIM®
Certified Financial Planner · Chartered Investment Manager · Arthur Wealth Management
Matthew Arthur is an independent financial advisor based in Ontario, working with incorporated professionals and business owners to coordinate investments, tax, insurance, and estate planning around a single plan.
Profit to Prosperity is his newsletter, with practical ideas explained simply to help you keep more of what your corporation earns and turn it into lasting personal wealth.
Questions? Email arthurwealth@dfsin.ca
Questions
Frequently asked
Is the guide really free?
Yes. Enter your details, verify your email with a quick code, and the full 11-page PDF downloads right away. You'll also join the Profit to Prosperity newsletter.
Why do I need to verify my email?
A short 6-digit code confirms your email is real and yours. It keeps the list clean and makes sure the guide and newsletter reach the right inbox. The code takes a few seconds.
Is this financial advice?
No. The guide is general education for Canadian incorporated professionals. Tax, legal, and investment rules change and depend on your personal facts, so always confirm decisions with your qualified advisors.
How often will you email me?
Only when there's something genuinely useful to share. No spam, and you can opt out with one click.
Get the Wealth Efficiency Checklist
Join Profit to Prosperity and download the free guide built for incorporated professionals.
Download the guideFree. Verify your email, then download instantly. Educational only, not tax, legal, or investment advice.