FOR CANADIAN BUSINESS OWNERS
Legally Save $20,000 to $60,000 in taxes Every year.
We help restructure your personal and corporate finances so you stop overpaying CRA — without aggressive loopholes or risky schemes.
TRACK RECORD
Our Results Speak For Themselves
After creating hundreds of systems for our clients, we've systematized success.
$434M+
WEALTH CREATED
$84M+
TAXES SAVED
267+
SATISFIED CLIENTS
98%
SUCCESS RATE
PROCESS
How Does it Work?
Beyond basic planning and design an integrated plan for your corporation, salary/dividends, investments, and retirement. All within Canadian tax law.
Step 1
Consultation & Discovery
We review your corporate structure, income mix, compensation, investments, and existing advice to pinpoint where you’re likely overpaying CRA.
Step 2
Strategy & Optimization
You receive a clear, written plan that coordinates your corporation, holding companies, family income splitting, investments, insurance, and retirement goals.
Step 3
Implementation & Support
We coordinate with your accountant, lawyer, and financial advisor or help you access vetted Canadian professionals to execute the strategy correctly.
TEAM
Meet Our Team of Experts
Meet the dedicated experts committed to helping you take control of your financial future with clarity, strategy, and confidence.
Mohamed Abdellatf
Founder & CEO
Lino Chimienti
Licensed Financial Advisor
Samuel Forget
Sales Director
Sarah Michaud
Client Success Manager
Marc Saint-Pierre
Licensed Tax Specialist
Michael Romanelli
Financial Security Advisor
Isabelle Leblanc
Administrative Assistant
IS IT FOR YOU ?
Canadian owners who want to build wealth deliberately
Canadian businesses
Any Canadian Owned CCPCs earning $250K–$5M+ in annual revenue.
Owners with families
Owners who want to use income splitting, TFSAs, RESPs, and trusts responsibly to protect their family.
Approaching transition
Owners planning a sale, succession, or semi-retirement in the next 3–10 years who want to be organized early.
Who we’re not for
We do not work with tax evasion, offshore schemes, or anything that depends on hiding income. If you’re looking for “aggressive loopholes,” we’re not a fit.
YOUR INTEREST
We Work For You
We are independent and work with all the leading financial institutions in Canada to find the best solution for you.
DONE FOR YOU
Your Own Private Bank
You’ll also get access to these exclusive Bonuses...
SIMPLIFIED FOR YOU
Online Video Lessons
Our comprehensive 10-Module Online Video Course is designed to take you from a foundational understanding to mastery of the InfiniCap™ System. Each lesson is concise, engaging, and packed with actionable insights, guiding you step-by-step through the process. These modules cover every aspect of financial planning and the InfiniCap™ System, giving you the knowledge and tools you need to confidently build and manage your financial future at your own pace.
INDUSTRY EXPERTS
Weekly Live Q&A's
Every week, we get the whole community together for live Q&A sessions available exclusively to members, giving you direct access to Mohamed & the Canadian Finance Academy's team of industry-leading experts.
PROFESSIONAL GUIDANCE
Individual Mentorship
Each member is paired with one of our in-house experts, providing personalized mentorship and exclusive access to the Canadian Finance Academy's industry-leading expertise on the InfiniCap™ System. Your dedicated mentor will tailor each session to your specific needs, ensuring you have the support and guidance necessary to accelerate your financial strategy and achieve lasting success.
LIKE-MINDED INDIVIDUALS
Exclusive Community
As a member, you gain exclusive access to our private community of like-minded individuals, all focused on mastering the InfiniCap™ System. This members-only space provides the opportunity to connect, share insights, and learn from both peers and the Canadian Finance Academy's team of experts. Our vibrant community is here to support your journey, offering valuable discussions, resources, and ongoing guidance.
OUR GUARANTEE
Your System in 180 Days or Your 💰 Back.
After creating hundreds of systems for our clients, we've systematized success.
FAQS
Frequently Asked Questions
Can't find the answer you are looking for? Reach out to us here.
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How can a business owner save $20–60K per year in taxes?
We restructure your personal and business finances using a multi-disciplinary approach, not just one tactic. It covers optimizing your business structure, setting up the right way to pay yourself, putting surplus cash to work, and planning properly for taxes and future access to capital. The exact amount of savings depends on your income, retained earnings, and current setup, but incorporated Canadian entrepreneurs typically save between $20,000 and $60,000 with our approach.
How does the guarantee work?
If we don't complete your implementation within six months, you receive a full 100% refund plus $1,000 for wasting your time. We put this guarantee in place because we don't take on clients we can't deliver results for. If we accept you, we're confident in the outcome.
Is this just tax planning?
No, it’s much more than tax planning. While tax savings are an immediate benefit, the InfiniCap System™ restructures how your money is held, moved, and protected for decades, using your corporate structure, banking tools, financial instruments, insurance, and long-term liquidity planning.
Who is this for?
This is built for incorporated Canadian business owners who are profitable and accumulating retained earnings in their corporation. If you're pre-revenue, not yet incorporated, or earning primarily through employment income, this isn't the right fit. We're selective about who we work with because our guarantee demands it.
Do you replace my accountant or financial advisor?
No. We work in conjunction with your existing team advisors. Our role is to educate you, design a comprehensive strategy, and coordinate the big picture. Your accountant and other advisors continue to play a key role in filing, implementing, and maintaining your new systems.
Is what you do legal and compliant with the CRA?
Yes. Every recommendation is designed within the framework of Canadian tax law and current CRA guidance. We focus on well-established, defensible planning—such as optimizing your corporation structure, using holding companies appropriately, structuring compensation, integrating insurance, and investments in a tax-efficient way.
Do you sell insurance or financial products?
No. While certain financial instruments — including participating whole life insurance — may be part of your restructured architecture, we don't earn commissions from product sales. We're paid for the design and implementation of your capital system. That's what keeps our recommendations structurally aligned with your interests, not a carrier's.
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