How to Invest Through Your Holding Company

Поделиться
HTML-код
  • Опубликовано: 23 июл 2024
  • You have cash built up inside your holding company, and you’re ready to invest it and make that money work for you, but where do you start?
    Holding companies are commonly used as investment vehicles to consolidate ownership of subsidiary companies and assets. Deciding what to invest in within your holding company will depend on different factors, including your financial goals, risk tolerance, market conditions, and the nature of your subsidiary companies, as you may want to diversify.
    Want to feel confident you're on the right path to growing your wealth? Ocean 6 focuses on innovative financial planning and coaching for business owners. We'll take care of every area of your finances and provide unbiased financial advice to help you accomplish your goals and dreams.
    Read more about this on our blog: ocean6.ca/invest-inside-your-holding-company/?Kjc2aOn0
    ► SUBSCRIBE TO OUR RUclips CHANNEL:
    Subscribe: ocean6.ca/youtube
    ► VISIT OUR WEBSITE:
    Book a call: ocean6.ca/book-a-call/?...
    Services: ocean6.ca/blueprint?...
    ► ADDITIONAL RESOURCES:
    Financial Masterclass: ocean6.ca/masterclass/?...
    Financial Scorecard (Free Worksheet): ocean6.ca/scorecard/?...
    Goal Setting Visualization: ocean6.ca/goal-setting/?...
    ► FOLLOW US ON SOCIAL MEDIA:
    LinkedIn: www.linkedin.com/company/ocea...
    Facebook: Ocean6Wealth...
    Instagram: ocean6wealt...

Комментарии • 14

  • @HopeProphecy
    @HopeProphecy 3 месяца назад +1

    How would I pay myself in a structure with a single-member holding LLC (S-Corp) that owns my operating LLC, of which I’m the only owner and employee? How can this be done without piercing the corporate veil and losing asset protection, while still seeing the tax benefits of an S-Corp? Which LLC would handle payroll and how would dividends be distributed? Thanks!

  • @teoc8124
    @teoc8124 7 месяцев назад +2

    Can we use a holding company to invest in a foreign country? Do we have the same tax benefits as if the investments were in Canada?

    • @Ocean6
      @Ocean6  5 месяцев назад

      The taxes will work differently depending on the type of investment and country. There are less tax credits for foreign investments. In some situations, it is better to buy those investments in your personal name instead of your holding company.

  • @rohandmsiitd
    @rohandmsiitd 5 месяцев назад

    Hi,
    For stocks you said that the entire capital gain can be taken out of the corporation using CDA. But isn't that true for only 50% of the total capital gain that goes through the CDA. For the remaining 50%, we will stay pay taxes if we take that money out of the corporation?

    • @Ocean6
      @Ocean6  5 месяцев назад

      Hi! Thank you for your question. In the video, we mention when a Canadian-Controlled Private Corporation earns a capital gain, 50% of that gain (known as the non-taxable portion) flows through the CDA to be withdrawn from the corporation tax-free, not the entire capital gain. The other 50% is taxable.

  • @brco2003
    @brco2003 5 месяцев назад

    The tax rate on investment income inside a corporation is very high. 50.17% in Canada. This typically negates the deferral benefit.

    • @Ocean6
      @Ocean6  5 месяцев назад

      Although the tax rate is around 50%, you only pay tax on half of the gains when you invest in capital gains vehicles.

    • @robertk5441
      @robertk5441 День назад

      ​@@Ocean6update. You pay 50.7% tax on 66.7 % of capital gain. Isn't it better to switch strategy to dividend income within holdco instead of capital gains ?

  • @user-ek1qx1gs1e
    @user-ek1qx1gs1e 6 месяцев назад

    Sir i am Amin from Pakistan sir i have opened account in Novagrowth holding company and i have investment but the company not giving me withdrawal. Please can you help me

    • @dennykeaton9701
      @dennykeaton9701 5 месяцев назад +1

      Sounds like you were scammed.

    • @user-ek1qx1gs1e
      @user-ek1qx1gs1e 5 месяцев назад

      @@dennykeaton9701 sir how can you help me

  • @gizznajet1
    @gizznajet1 5 месяцев назад

    You was doing good until you got to explaining life insurance. How in the world is life insurance a good investment if you are dead. Life insurance is for generational wealth not investing. You fail to explain all the hidden nuances in the premium payment that is made up into three parts but I'm not going to get into with this complicated subject

    • @Ocean6
      @Ocean6  5 месяцев назад

      We agree, life insurance is a complicated topic! Many life insurance policies offer investment components that allow the funds inside the policy to grow tax-exempt. It can great a low risk, tax efficient investment vehicle inside your corporation, while providing other benefits such as legacy planning and generation wealth.
      We have a blog on how you can use life insurance as a wealth-building tool here: ocean6.ca/cash-value-life-insurance/