Case Study
Everything you need to know about case study in Ontario — in plain English.
Case Study: Turning a $1M Portfolio Into Tax-Efficient Retirement Income
An illustrative case study on converting a roughly $1M portfolio across account types into a sustainable, tax-efficient retirement income plan.
Case Study: Transitioning a Family Business to the Next Generation
An illustrative case study on planning the ownership, retirement, and fairness issues of passing a family business to the next generation in Ontario.
Case Study: Passing the Family Cottage to the Next Generation
An illustrative case study on planning the capital gains tax and family issues of passing a family cottage to adult children in Ontario without a forced sale.
Case Study: A Business Owner Using Corporate-Owned Life Insurance
An illustrative case study on how an incorporated business owner might use corporate-owned life insurance to manage surplus cash, taxes, and estate goals.
Case Study: An Ottawa Federal Employee Planning Early Retirement
An illustrative case study on an Ottawa federal public servant weighing early retirement, a pension bridge benefit, and pension reduction factors.
Case Study: Estate Planning for a Blended Family
An illustrative case study on balancing a surviving spouse's security with children from a prior marriage in an Ontario blended-family estate plan.
Case Study: A Family Receiving a Large Inheritance
An illustrative case study on how a family might thoughtfully plan after receiving a large, unexpected inheritance without rushing major decisions.
Case Study: Building a Tax-Efficient Charitable Legacy
An illustrative case study on structuring lifetime giving and an eventual charitable legacy tax-efficiently, in a way that reflects an Ontario family's values.
Case Study: Selling a Business and the Lifetime Capital Gains Exemption
An illustrative case study on pre-sale planning for an Ottawa business owner, including the lifetime capital gains exemption and share structure review.
Case Study: An Incorporated Physician Optimizing Pay and Savings
An illustrative case study on how an incorporated Ontario physician might balance salary, dividends, and corporate savings to build long-term wealth.
Case Study: Choosing the Order to Draw Down Retirement Accounts
An illustrative case study on deciding which retirement accounts to draw down first, and in what order, for better long-term tax efficiency in Canada.
Case Study: Sequencing Retirement Income to Help Preserve OAS
An illustrative case study on sequencing RRIF, TFSA, and investment income to help manage exposure to the OAS clawback and preserve more benefits in retirement.
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