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Smart Rooms

Smart Room for Business Owners

Welcome to the Gallery Wealth Management Smart Room for business owners.  Our work with business focuses on minimizing taxes and maximizing wealth accumulation.  Whether it's succession planning, key person protection, buy-sell agreements, or retirement planning, we're well equipped to help you walk through the maze of options to find a solution that works for you and your business.

Taxation of investment income within a corporation

For individuals with cash or investments within their corporation, the tax cost of withdrawing these funds or winding up the corporation can be quite high. However, having the corporation invest in a tax-efficient manner can make a big difference to its net after-tax return; unfortunately, the taxation of investment income within a corporation is not well understood. To learn more, please click here or contact us.


Can you afford to let everything slip through your fingers?

Many business owners don’t even know they have a problem with business planning. Do you? Understanding the issues can mean financial health for you, your business and your family. Click here to learn more.


Succession and Retirement Planning for Farmers

The Gallery Wealth Management team wants to hear your story and help you create a successful farm succession planning strategy. And of course, successful retirement planning goes hand in hand with your succession plan. Family discussions on this topic can be difficult and we have proven expertise available for you.  

Looking for more information on a specific topic? Please contact us.

Buy-Sell Plus

Buy-Sell Plus is a great complement to a business buy-out agreement. It offers flexibility and choice in how to fund the purchase of a disabled owner's share of the business.

Buy-Sell Plus business buy-out coverage is ideal for owners of small, closely held businesses (generally two to five owners) who own at least 10% of the business and who work full-time for the business.

For more information on this product, please contact us.

Buy-Sell Plus is sold by, and is a trademark of Manulife Financial (The Manufacturers Life Insurance Company).


ExpenseComp offers reliable features and benefits for small business owners. By reimbursing business expenses like salaries, rent, utilities and more, ExpenseComp can help make sure you don't have to close up shop early because of illness or injury.

Plus, if you no longer need business expense protection you have the option to convert to an income protection plan.  

For more information on this product, please click here or contact us.

ExpenseComp is sold by, and is a trademark of Manulife Financial (The Manufacturers Life Insurance Company).