Banking & credit

Guaranteed options for corporate money

Corporate cash with a date attached — a tax instalment, an equipment purchase, a shareholder buyout — belongs somewhere guaranteed and matched to that date.

Laddering corporate reserves

Rather than locking everything into one term, we usually ladder GICs so a portion matures each year and the corporation is never forced to break a term early.

Passive income inside a corporation affects the small business deduction. We plan the amount held and the income it generates alongside your accountant, and consider whether a corporately owned permanent policy is a better home for part of the reserve.

Plan your corporate reserves

We look at GICs, investment savings and insurance-based options together.

Banking products are provided by Manulife Bank of Canada. Investco Financial advisors arrange applications and servicing; approval, rates and terms are set by Manulife Bank and are subject to its lending and account criteria.