Breakthrough Financial Services Corp.

We help business owners legally pull money out of their corporation tax-efficiently, build tax-free wealth, and eliminate future estate tax using strategies most business owners and their accountants are not familiar with.

The CPA is a very important person or in some cases an important organization. They keep us compliant, deal with CRA issues and make sure we are not getting into any trouble, tell us how much tax is owed, file our taxes on time.

We help you design what happens over the next 20-30 years, we help legally mitigate that tax bill or at minimum turn that tax into charity.

We focus on wealth preservation, legacy creation, succession planning and making sure your family keeps what you've built.

Here's two questions to ask yourself:

1- If I sold my business tomorrow what would be left over after-tax?

2- If I died tomorrow, how much tax would I owe?

If you can't answer that in 60 seconds, let’s have a conversation, we would recommend including your accountant. We always want to collaborate with other professionals.

In these days of complexity, it's that much more important to have a team of professionals that collaborate and speak to each other. That includes experts that understand how to use insurance, charitable giving, and corporate structures to keep wealth in the family instead of sending it to Ottawa.

That's the work we love to do.

If you're ready for that conversation, send me a DM. Let's make sure you keep all that’s yours.

Ever notice how the start of the year gets you thinking about what’s really working for your finances—and what could be better? I was chatting with a friend who runs a small business, and she mentioned how much of her hard-earned money seems to disappear into taxes and complicated investments. It got us talking about smarter ways to use what you already have, especially when it comes to things like mortgage and insurance strategies that aren’t always on your radar.

Does anyone else feel like there’s got to be a better way to make your investments and business profits work harder for you? I’d love to hear how you approach planning for bigger financial goals or if you’ve found a strategy that really made a difference. Let’s compare notes!

Ready to Grow Your Wealth in Alberta?

Many homeowners and business owners wonder if they’re really making the most of their banking and financial options. It’s easy to stick with the familiar, but sometimes a fresh look at your mortgage or banking strategy can reveal new ways to build wealth and cut costs. The latest blog dives into how smart banking solutions—like using your mortgage as a tool for growth—can help you reach your long-term goals.

Have you ever thought about how your current banking setup could work harder for you? Share your experiences or questions below!

How to Build Wealth in Alberta Using Strategic Banking Solutions Explore actionable strategies for Alberta homeowners and business owners to build wealth using banking solutions. Learn how mortgages and financial services can accelerate your long-term financial growth.

Health Spending Accounts: A Win for Your Wallet?

Ever feel like healthcare costs just keep piling up, and you’re not sure if there’s a smarter way to handle them? If you’re an Alberta business owner or homeowner, there’s a solution that could actually help you save on taxes while managing those medical bills: Health Spending Accounts. These accounts let you cover health expenses with pre-tax dollars, which means more savings and less stress at tax time.

Have you thought about using a Health Spending Account, or do you already have one? Share your experience or questions below! Let’s talk about ways to make your money go further.

How Health Spending Accounts Offer Smart Tax Savings for Alberta Owners Discover how a Health Spending Account can help Alberta business owners and homeowners manage healthcare costs while unlocking significant tax-free health benefits. Learn actionable steps to integrate this financial strategy for smarter business health benefits and greater peace of mind.