Investment Holding Corporations

We assist with the establishment, ongoing compliance and eventual wind-up of investment holding companies. These companies can be a valuable tool to protect surplus assets, to ensure that the operating company stays onside for the lifetime capital gains exemption and to generate future returns for shareholders long after the operating business has been sold. Careful planning for minimizing tax in the immediate and longer term can yield significant tax savings.

Services provided to our clients include:

Accounting for investment activity, including real properties, marketable securities and interest-bearing instruments
Annual year end compliance, including preparation of financial information and corporate tax returns
Optimization of corporate and personal income tax positions
Preparation of annual T5 forms to report dividends, including analysis of optimal level of dividends and split between eligible and non-eligible dividends
Preparation of claims for tax-free capital dividends
Planning for structured wind-down on the most optimal basis
Assistance with post-mortem planning to maximize estate for beneficiaries

We service corporate and business clients across various sectors, including having specific expertise with respect to:

Additional Corporate Services

Business Advisory Services

To complement tax and accounting services above, we also offer business advisory services.

Internal Accounting Services

We offer internal accounting services from operational to executive levels.

What Our Customers Have to Say

“I have worked with Ernst and Company now for both my personal financials and for my corporate finances for over 25 years. Having worked with other CPA firms in the past, this is the best one I have ever worked with. They are accurate, complete the work in a timely and efficient fashion. I can recommend Ernst and Company to anyone looking for a top-quality CPA firm. On a scale of 1-10 I give them a 10.”