From Corporation to Legacy: Real Estate, Cash Flow, and the Corporate Cash Dam Advantage

​Now it’s time to save tax and build lasting wealth.

​Most business owners don’t realize just how much tax-efficient capital they’re sitting on.

​Many incorporated business owners invest in real estate, expecting long-term growth. Yet even strong properties often show negative or tight cash flow because rental income is taxed at high corporate rates, while interest deductibility and cash flow planning are poorly optimized.

​This session in The Corporate Tax Planning Series shows how the Corporate Cash Dam strategy changes that equation, by creating tax deductibility where none existed, improving cash flow, and making real estate far more sustainable over the long run.

​📝 What You’ll Learn:
• Build a tax-free estate using life insurance
• Redirect corporate cash flow to replace non-deductible uses with deductible borrowing
• Support negative or neutral-cash-flow corporate rental properties more efficiently
• Access capital efficiently through insurance lending (IFA)
• Integrate Cash Dam: corporate lending, insurance, and cash-flow planning strategies
• Align real estate ownership with a long-term corporate tax and wealth plan
• Minimize tax drag now and protect wealth for the next generation

​👥 Who Should Attend?
This event is ideal for those who:

• ​Own a corporation and retain excess earnings

• ​Want to invest in real estate without draining personal capital

• ​Are seeking smarter ways to convert debt into long-term wealth

• ​Want to use life insurance as a strategic asset, not an expense

• ​Are building a cohesive plan that links their business, borrowing, and real estate strategy

​👨‍💻 Meet the Experts

• ​Carl Brodie, CFP® — Chief Financial Planner, Stone Owl Family Office. A recognized leader in tax-efficient wealth planning for incorporated professionals, Carl helps clients integrate personal and corporate strategies to maximize growth, preserve capital, and plan for succession.

• ​Calley Erickson — Team Lead, Calley Erickson Team, Sotheby’s International Realty Canada
  Calley Erickson brings a rare combination of real estate insight, development experience, and investment acumen. With a background rooted in construction and design, he helps clients identify opportunity, navigate complex transactions, and make confident, data-driven decisions. Known for his steady approach and strong relationships, Calley supports homeowners and investors in building value not only in property, but in the communities they choose to be part of.

• ​Chris Geldert, CPA, CA, CLUE, CEA - Insurance and Tax Planning Advisor, Financial Horizons. Chris Geldert brings nearly 20 years of experience in tax, estate, and insurance planning, helping business owners and high-net-worth individuals create, protect, and transfer wealth. With a background that includes PwC, Standard Life, Transamerica Life Canada, Daystar Financial Group, and Financial Horizons, Chris is known for translating complex planning strategies into clear, practical solutions. His work focuses on using corporate cash flow, insurance, and estate planning tools to reduce tax drag and build long-term wealth.

​🍽️ Light Canapés & Refreshments

​A curated selection of elevated canapés and refreshments will be served throughout the evening.

​🎟️ Reserve your seat now

​Join us in Calgary on Wednesday, June 10 and start building a legacy that lasts.