Tax Strategy
Understanding the Passive Income Rules for CCPCs
How the passive income rules affect your small business deduction.
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HelmVia Advisory
Investment & Estate Planning for Business Owners
Structure capital. Protect your legacy.
Investment & Estate Planning for Business Owners
Structure capital. Protect your legacy.
Principal, LLQP
HelmVia Advisory is led by Tiffany (Jiao) Wu, an LLQP-licensed advisor with a background in private equity, M&A and corporate finance.
Over the past decade, Tiffany has worked with founders, CFOs and professional investors on transactions, capital structures and long-term value creation.
She brings that structuring lens to Canadian business owners who want a clearer, more deliberate plan for how corporate cash supports their personal and family goals.
We help Canadian business owners structure their capital, tax and succession planning in a coherent way.
Structure retained earnings and surplus corporate cash with a clear view of tax, risk and long-term goals.
Align shareholder arrangements, family objectives and estate plans for tax-efficient transitions.
Design corporate, registered and insurance-based investment structures.
Canadian business owners actively leading privately held companies.
If you want a clearer plan for how business capital supports your personal and family goals, we may be a good fit.
We provide corporate finance and tax strategy, succession and estate planning, and tax-advantaged investment structures for Canadian business owners.
Canadian business owners who own private corporations, have meaningful retained earnings, and are thinking about long-term tax, retirement, and succession planning.
Based in the Greater Toronto Area, we serve business owners across Canada through in-person and virtual consultations.
We complement your accountant and lawyer, bringing a structuring lens that helps ensure your corporate finance, tax, and succession plans work together.
Reach out through our contact form or call us directly, and we'll schedule a brief introductory call within two business days.
Perspectives on corporate finance, tax strategy, and succession planning.
How the passive income rules affect your small business deduction.
Read MoreA primer on estate freezes and transitioning wealth.
Read MoreStrategic benefits of separating operating and holding structures.
Read MoreTell us about your company and what prompted you to reach out. We'll respond within two business days.