Advisor Case Study: How to Draw Down Corporate Assets in Retirement - March 2025

In this webinar we looked at how to draw down corporate assets in retirement. We discussed the fundamentals of Corporate Planning, options for drawdowns (Salary, Dividend ) and how to consider notional accounts (CDA, GRIP, eRDTOH,neRDTOH). We then worked through two case studies.

Time Stamps:

• 03:35 - Fundamentals of Corporate Planning
• 06:37 - Salary vs Dividends
• 12:13 - Case Study 1: Professional Corp with Investments
• 40:41 - Case Study 2: Rental in a Corporation - Keep or Sell