Canadian doctors, is your corporation helping you build wealth… or quietly becoming a tax trap?

For years, incorporated professionals were told
“Just leave the money in your corporation and invest it.”

But what happens when your investments become too successful? What happens when the CRA starts clawing back one of the biggest benefits of incorporation?

In this episode, Vishal Gill (CFP) and Tyson Nagasaka (CEA) from Portfolio Planning INC unpack one of the most misunderstood topics in financial planning for doctors:
Corporate Investing, Passive Income, and the Small Business Tax Grind.

🎧 Tune in to learn:
• Why “more money in your corporation is always better” is only half the story
• How passive investment income can trigger higher corporate taxes
• The $50,000 passive income threshold every incorporated doctor should know
• Common mistakes with GICs, ETFs, and corporate investing
• Why a holding company isn’t the magic solution many people think it is
• How proactive planning can save you from costly surprises years down the road

💊 Portfolio Planning INC, “Prescribing your financial plan”

Whether you’re a new incorporator or have been incorporated for years, this episode will help you understand how to grow wealth inside your corporation without accidentally creating future tax headaches.

If you found it valuable:
⭐ Rate & review the podcast
📤 Share it with a colleague who invests through their corporation
💬 Join our private Facebook group to submit your questions for our next Medical Mailbag episode: https://www.facebook.com/share/g/1QYSFEtVsL/

Because building wealth isn’t just about earning more money—it’s about keeping more of it.