How to Drawdown Corporate Assets in Retirement - March 2025 Case Study

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.

• 03:35 - Fundamentals of Corporate Planning
• 07:45 - Salary vs Dividends
• 17:02 - Case Study 1: Professional Corp with Investments
• 40:48 - Case Study 2: Rental in a Corporation - Keep or Sell

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.