SuffisaBuilt for Canada
Corporate assets

Your corporation changes the retirement drawdown order.

For incorporated professionals and business owners, retirement income may come from personal accounts and corporate investments. Suffisa models the corporation beside the household plan.

Plan with corporate assetsWhat to include

Corporate-aware

Model corporate investment balances alongside RRSP, TFSA, and taxable accounts.

Household-first

The goal is spendable retirement income, not just account-level returns.

Canadian focus

Built for Canadian retirement accounts, public pensions, and tax planning questions.

Why it differs

Corporate savings can be useful, but timing matters.

Taking too much from the corporation, too little, or at the wrong time can change personal taxable income, OAS exposure, and the accounts left for later.

  • Corporate assets may bridge years before public pensions begin.
  • Personal RRSP/RRIF withdrawals still need to be coordinated.
  • TFSA and non-registered assets can provide flexibility.
Suffisa input

Add the corporation to the same retirement plan.

Suffisa includes a corporation option for incorporated professionals and business owners who want a combined drawdown view.

  • Corporate investment balance
  • Corporate adjusted cost base assumptions
  • Personal registered and non-registered accounts
  • CPP, OAS, spending, and estate targets
Plan

Model the corporation with the rest of retirement.

Use Suffisa to test how corporate investments fit into a Canadian household drawdown strategy.

Plan with corporate assets