Canadian Cosmetic Cluster Team
Uniting Canadian Cosmetics and Bringing it to the World
The Canadian Cosmetic Cluster is proud to highlight Corporate Advisors, a trusted partner in financial planning for high-net-worth (HNW) business owners and entrepreneurs in Canada’s cosmetics industry. With over 65 years of combined expertise, Corporate Advisors specializes in crafting unique, compliant strategies to help you grow, protect, and transfer your wealth efficiently. Key Services • Tax Optimization: Develop strategies to address passive income tax burdens and minimize tax implications when accessing corporate funds. • Business Sales and Succession Planning: Ensure tax-efficient planning for business or real estate sales while preserving wealth for seamless multi-generational transfer. • Comprehensive Wealth Strategies: Create tailored financial plans that align with retirement goals, wealth accumulation, and estate preservation to ensure long-term financial security. • Agreement Reviews and Updates: Regularly assess and adapt shareholder, buy-sell, and loan agreements to align with evolving goals and circumstances. The Impact of Our Strategies Example: Traditionally, withdrawing $1 million from a corporation would leave the shareholder with roughly $600,000. Using our strategy, the client could have $900,000 in their hands—an additional $300,000 annually—all while securing significant life insurance coverage. Collaborative and Impartial Approach At Corporate Advisors, we believe in collaboration, not replacement. We work alongside your trusted CPA, legal, and financial advisors to seamlessly integrate strategies that complement your existing financial framework. Our solutions have been studied and supported by reputable Canadia tax law firms who provide independent legal opinions with no financial ties to us. This ensures full impartiality and reinforces the integrity of our strategies. Meet Our Leadership Steven Kark – Founding Partner: Steven’s entrepreneurial journey spans continents and industries, culminating in his role as a visionary leader at Corporate Advisors. With decades of experience and an innovative approach, he helps clients achieve financial security and long-term growth. Gord Berger – Managing Partner: With over 50 years of experience, Gord is a pioneer in advanced tax planning and wealth strategies. He is deeply respected for his holistic approach, focusing on building long-lasting relationships and delivering value to clients. Financial support and literacy are essential pillars for business success, particularly in the competitive cosmetics industry. Understanding how to effectively manage, grow, and protect wealth enables entrepreneurs to navigate complex financial landscapes with confidence. By prioritizing financial literacy, business owners can make informed decisions about tax strategies, succession planning, and long-term wealth preservation, ensuring stability and resilience in an ever-changing market. Access to expert financial support empowers businesses to unlock opportunities, minimize risks, and achieve sustainable growth, fostering a legacy of innovation and success for future generations.
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Canadian Cosmetic Cluster TeamUniting Canadian Cosmetics and Bringing it to the World Archives
January 2025
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