Lifetime Capital Gains Exemption
Lifetime Capital Gains Exemption (LCGE) planning for owners.
Book a Confidential ConsultationOverview
The Lifetime Capital Gains Exemption can shelter a large portion of the gain when you sell qualifying shares of your business — but only if your company and shares meet CRA’s tests, often well before a sale. We help Ontario owners understand their eligibility, fix issues early, and structure ownership to multiply the exemption across the family.
Serving business owners and families in Mississauga, Brampton and across the Greater Toronto Area.
- Qualify Your Shares
- Multiply the Exemption
- Plan the Sale Tax-Efficiently
How we work with you
Eligibility check
We review whether your company and shares meet the qualifying tests.
Purification & planning
If needed, we plan steps to “purify” the company so shares qualify.
Multiply the exemption
We consider a family trust or share planning to extend the exemption.
Coordinate the sale
We work with your accountant and lawyer as a transaction approaches.
Frequently asked questions
Let’s talk about your situation
Book a confidential, obligation-free conversation. We serve Mississauga, Brampton and families across Ontario — by video or in person, by appointment.
Book a Consultation