If the information is ready
Compare the relevant options and assumptions with your tax, legal and valuation advisers.
Support for your next step
Corporate Restructuring & Holding Company Planning
Corporate restructuring means changing how your companies are owned or connected, for example adding a holding company or moving shares or cash between companies. Done wrong, it can trigger tax. We plan the tax side and file the elections, and your lawyer handles the legal steps.
Brampton · GTA · Virtual support across Canada
How it works
Restructuring, step by step.
Exactly what happens after you get in touch, starting with one 15-minute call.
- Today
Book 15 minutes
A free, no-obligation 15-minute call on Teams or at our office at 181 Queen St E, Brampton.
- The call
Map who owns what
We look at your companies, who owns them and what you want to change.
- Review
Does a holding company fit?
Whether a holding company fits, what it would cost to run and how money would move.
- If you proceed
Elections and clean records
We prepare the tax side, including elections, and work with your lawyer on the legal steps.
- Your move
Ready when you are
Pick a 15-minute slot that suits you. We confirm the time and scope with you directly.
Your starting point
You are considering a holding company, share transfer or ownership change and want the financial and legal steps coordinated.
How we help
We map the existing structure, review account balances and organize tax-cost and valuation information. Applicable section 85, section 86 or estate-freeze work is coordinated with qualified advisers.
THE WORK, EXPLAINED
What is included
- Mapping existing ownership, entities and operating or holding-company relationships
- Review of shareholder and intercompany balances
- Share-transfer information and supporting tax-cost records
- Valuation information and matters requiring independent valuation input
- Applicable section 85, section 86 or estate-freeze coordination
- A proposed sequence identifying legal, tax and valuation responsibilities
The exact work, period, timing, responsibilities and fees are agreed before starting. Services are not automatically included in every engagement.
What you can expect
A clearer proposed structure and implementation checklist, with assumptions and transaction-specific tax questions identified.
A PRACTICAL DECISION PATH
Coordinate the structure before implementation.
Are the ownership, tax-cost and valuation records ready?
If information is missing
Identify missing records or valuation work before deciding on a structure or transaction sequence.
Agree responsibilities → coordinate the approved work → review the completed records.
Holding companies and restructuring
Moving money or shares between companies is easy to do and easy to get wrong.
Why owners ask about a holding company, and how we approach it.
-
The problem
Cash is piling up in your operating company.
Money sitting in the business is exposed to its risks and creditors.
The solutionA holding company review
We look at whether a holding company fits, what it would cost to run and how money would move.
-
The problem
You heard a transfer can be done tax-deferred.
Rollovers between companies have strict rules and filing deadlines.
The solutionDone with the right forms
We prepare the tax side, including the elections, and work with your lawyer on the legal steps.
-
The problem
Two companies, no clear records between them.
Loans and dividends between related companies need proper records.
The solutionClean intercompany records
We set up how money moves between your companies and how it is recorded.
-
The problem
You're not sure the structure still fits.
A structure set up years ago may not suit a new partner, a sale or your family.
The solutionA structure check
We review the current setup against your plans and set out the general options.
Related services
Why owners trust Wealthy Wave
- Led by Chirag Kalra, Chartered Accountant (ICAI, India), with more than 12 years in accounting and tax
- Plain-language answers about your own numbers, with no jargon
- Bookkeeping, payroll, HST and corporate tax handled by one team
- We never ask for SINs, banking details or tax documents by text or WhatsApp
- A real office at 181 Queen St E, Unit 5, Brampton, with virtual support across Canada
Why talk before you move anything?
A restructuring is much easier to plan than to undo. Every situation is different, and the legal documents are your lawyer's job.
- Pick a time. 15 or 30 minutes, on Teams or at our Brampton office.
- We look at it with you. Your companies, who owns them and what you want to change.
- You decide. The call comes with no obligation.
Prefer to write first? Send an enquiry. Or call (647) 606-1824.
General information only. Tax advice is given within an engagement, based on your own records.
ANSWERS BEFORE YOU START
Common questions.
Does a holding company automatically improve my tax position?
No. The review considers your objectives, current structure, costs, obligations and transaction facts before a course of action is considered.
Can book value be used as fair market value?
Book values and fair market values are not assumed to be the same. We identify where appropriate valuation information or independent professional input is required.
Who implements the legal changes?
Qualified legal advisers handle the legal work under the appropriate engagement. Accounting and tax information, filings and responsibilities are coordinated in the agreed sequence.
CONNECTED SUPPORT
Plan the next step.
Corporate & Personal Tax Planning
Give your next decision a clearer tax perspective.
Explore this service ↗Estate Tax & Business Succession Planning
Plan the transition around what matters.
Explore this service ↗Business Sale & Purchase Readiness
Prepare for the transaction before the commitment.
Explore this service ↗A PRACTICAL NEXT STEP
Talk to us before
the deadline.
Share the service you need, your circumstances and any upcoming deadline. We’ll discuss the records, scope and next steps before work begins.
Call (647) 606-1824 Message on WhatsApp ↗corporate@wealthywaveaccounting.comThese links open your phone, email or WhatsApp app. Please don’t send tax returns, passwords, SINs or banking details in an initial enquiry.