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Your wealth demands more than standard advice. Our private client team designs integrated insurance, tax, and estate strategies tailored to each client’s unique structure and priorities. From corporate planning and succession to cross-border considerations and executive compensation, we deliver discreet, high-impact solutions.
Access advanced strategies and top-tier insurance products—free from quotas or limited offerings. As independent advisors, we tailor solutions based on what truly fits your long-term goals.
Planning isn’t about what you make, it’s about what you keep. Our approach aligns every layer of your wealth—corporate structures, trusts, investment holdings, insurance, and estate—so it works together, not in silos.
Your plan deserves more than annual check-ins. Our team-based model ensures long-term continuity and proactive stewardship, with deep expertise focused on multi-generational outcomes—built to support you for the full journey.
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A comprehensive array of solutions, and an expert team to implement them.
Corporate insurance strategies
Structure corporate-owned insurance to align with the tax act, complement your legal framework, and protect your business—ensuring it remains resilient and transferable.
Corporate asset transfer
Transition assets from corporation to estate with precision. We design tax-efficient strategies for succession, restructuring, and creditor protection.
Executive compensation
Design holistic compensation plans that fully replace economic value—across salary, dividends, inter-company payments, and more—supporting retention and long-term wealth creation for key talents and founders.
Wealth management services
An integrated wealth strategy combining top-tier portfolio management with tailored financial consulting across investment, tax, liquidity, and legacy planning.
Wealth preservation
Strategies, trust structures, estate planning, and innovative asset insurance solutions to protect and maintain wealth across generations.
Enhanced retirement options
Individual Pension Plans (IPPs), Retirement Compensation Arrangements (RCAs), Supplemental Executive Retirement Plans (SERPs), and more.
For two decades, People Corporation has supported some of Canada’s leading enterprises—and now brings that same expertise to individuals and families. With a presence in every province and a retention rate that speaks to our clients’ trust, we combine national reach with boutique-level service. Our team includes CFP, CLU, CIM, and CFA charterholders—over fifty specialists holding hundreds of licences, focused exclusively on individual financial services.
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How can we help?
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Interested?
Connect with us for tailored solutions that align with your goals and deliver impact across your organization.
Help and support
Need help or have questions about your plan? Let’s get you the support you need.