Jake Lee, CFP
IG Wealth Management
Wealth Leak Estimator
How much is poor financial coordination costing you?
Answer 8 quick questions and get a personalised dollar estimate of what financial gaps may be costing your business every year.
Revenue
What is your annual business revenue?
All figures in Canadian dollars. Choose the range that best fits your most recent year.
Business Structure
How is your business structured?
Your structure affects access to the small business deduction and income splitting opportunities.
Tax Strategy
Do you have a proactive tax strategy?
Not just filing — actively planning salary vs. dividend mix, capital gains timing, and CRA-approved deductions year-round.
Retirement Savings
Are you maximising your registered retirement savings?
RRSP, IPP (Individual Pension Plan), or corporate retirement structures through your business.
Asset Protection
Do you have asset protection structures in place?
Holding companies, family trusts, or other structures that shield personal and business assets from creditors.
Advisory Team
Does your financial team coordinate with each other?
Your accountant, lawyer, and financial advisor — do they talk to each other about your situation?
Exit Planning
Do you have a business succession or exit plan?
Including a plan to use the Lifetime Capital Gains Exemption (LCGE) when you eventually sell.
Investment Coordination
Are your investments coordinated with your tax situation?
TFSA and RRSP asset location, corporate vs. personal investing, and tax-loss selling — planned together or separately?
Almost there
Where should we send your breakdown?
Your personalised estimate is ready. Enter your details below to unlock it.
🔓 Your results are calculated and waiting. We’ll also send you a summary with actionable next steps.
First name
✓
✕
Enter your first name
Last name
✓
✕
Enter your last name
Email address
✓
✕
Enter a valid email address
Phone number
✓
✕
Enter a valid Canadian phone number
Where it’s coming from
Get your personalised action plan
Book a complimentary 30-minute call to walk through exactly where these leaks are coming from — and which ones are fastest to fix.
Book a free 30-minute call
All estimates in Canadian dollars. For illustrative purposes only — not financial, tax, or legal advice. Results vary by province, business structure, and personal circumstances.