Corporate Investing

‘A comprehensive corporate investing strategy is integral to a sound financial plan. Our plans are constructed with corporate investing efficiency in mind'

- Mitch McLean

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Corporate Investing Canada

What is Corporate Investing?

Corporate investing is the process of investing funds into a corporation with the goal of generating a financial return. This can include investing in stocks, bonds, or other private and alternative investments.


Corporate investing is typically performed by businesses, institutions, and individual investors with the goal of growing their capital within a corporation. The goal of corporate investing is to ensure that the invested funds are utilized in the most efficient and effective way possible to generate the desired financial return.


Optimizing your corporate investing through a comprehensive approach involves utilizing various financial strategies to ensure all elements of your financial plan work together to provide you with the best chance of achieving your corporate investment goals.

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Mitch McLean

Financial Advisor


Mitch McLean is an Ottawa based financial advisor with over 16 years experience, offering financial planning services across the entire province of Ontario including Ottawa, Toronto , Mississauga , Brampton , Hamilton, Markham, Vaughan and Kitchener.  

If you are interested in scheduling a call with Mitch to discuss your financial planning and personal finance needs, then simply contact him below and please feel free to connect with him on on LinkedIn, Twitter and Facebook, or schedule and appointment below.

Canada Corporate Investing

Why is Corporate Investing important?

Growing Retained Earnings

Corporate investing is important because it can help businesses and institutions grow their capital by investing retained earnings within the corporate structure. Investing inside a corporation can generate tax efficient returns to fund future business growth, increase income for share owners, and create long-term financial stability.


Diversifying Investment Portfolio
Corporate investing is also important for diversifying an investment portfolio. Investing in a wide range stocks, bonds, and private alternative investments across different industries can help to manage investment risk and provide a more stable and predictable return over time.


Tax Efficiency Tax Efficiency

When investing in a corporation deferring taxable income can help grow the value of the investment to a larger amount. For investments that produce income, from a tax perspective, capital gains and return of capital are taxed at a lower tax rate than interest income.


Supporting Corporate Social Responsibility

Corporate investing can also support corporate social responsibility by investing in companies that prioritize sustainable business practices, environmental initiatives, and social causes. This can help to promote positive social and environmental impact while generating a financial return for investors. 


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Strategies for Corporate Investing


There are many strategies available for corporate investing in Canada. Here are a few examples.


Develop a Corporate Investing Plan

Creating a comprehensive corporate investing plan that takes into account your current financial situation, your goals, and your risk tolerance is an important step in corporate investing. A financial advisor can assist you in developing a plan tailored to your unique needs and also ensure the tax efficiency of your investment plan.


Invest in a Diversified Portfolio

Investing in a diversified portfolio that includes a mix of stocks, bonds, and other asset classes can help you manage risk and maximize returns. A financial advisor can help you design an investment portfolio that aligns with your corporate investing goals and risk tolerance..


Stay Up-to-Date with Industry Trends


Staying up-to-date with industry trends and developments is important for corporate investing success. This involves monitoring changes in the financial markets, economic conditions, and regulatory environment to identify potential investment opportunities and risks.


Working with a Financial Advisor


Working with a financial advisor who has experience in corporate investing can be a valuable resource for developing and implementing strategies to achieve your corporate investment goals. A financial advisor can provide personalized advice and guidance on financial planning, investment management, and risk management.

"Empowering Your Corporate Investment Strategy for Maximum Growth and Success"

-Mitch McLean

Our Approach To Corporate Investing

Corporate Investing, Mitch's Take

Corporate investing is a fundamental aspect of financial planning for businesses, and a comprehensive strategy is essential for sound financial management.

At Mitch McLean Wealth Creation, we provide corporate investing services, including identifying opportunities to minimize costs, minimize taxes, dampen volatility, to potentially increase your growth potential.

As a trusted independent financial advisor in Ontario with over 16 years of experience, Mitch McLean can help your business develop a personalized corporate investing plan to achieve your financial goals. We utilize a comprehensive approach that considers all aspects of your financial situation to provide you with a tailored strategy that works for your business.

Our corporate investing process involves three key steps: Evaluate, Design, and Implement.



Evaluating your business's financial situation is the first step in our corporate investing process. This involves analyzing your current assets, liabilities, income, and expenses to understand your financial position.

We also identify your business's financial goals and assess your risk tolerance. By understanding your unique financial situation and goals, we can develop a customized corporate investing plan that fits your business's individual needs.


Designing a corporate investing plan that meets your needs involves selecting the right types of investments and determining the appropriate asset allocation.

Our corporate investing services include a comprehensive analysis of your needs and a review of investment products to help you choose the right investment strategy.


Implementing your corporate investing plan involves putting your investment strategy into action. This includes opening investment accounts, selecting investments, and ensuring that your portfolio is well-diversified.

Our corporate investing services include ongoing monitoring and review of your portfolio to ensure that it continues to meet your business's needs.

At Mitch McLean Wealth Creation, we are committed to providing our clients with the highest level of service and expertise in corporate investing. Contact us today to schedule a consultation and start your journey towards a financially secure future for your business.

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Corporate Investing Services in Ottawa, Toronto and Mississauga

Mitch McLean is an Ottawa-based independent financial advisor offering corporate investing services across the entire province of Ontario including Ottawa, Toronto, Mississauga, Brampton, Hamilton, Markham, Vaughan, and Kitchener.

If you are interested in scheduling a call with Mitch to discuss your financial planning and corporate investing needs, contact him below!

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Frequently Asked Questions

What is corporate investing?

Corporate investing is the process of investing retained earnings within a corporation, with the goal of generating financial returns. Corporate investing can involve various types of investments, including equity, debt, and venture capital investments.

Why is corporate investing important?

Corporate investing is important because it allows share owners to invest retained earnings without withdrawing capital from the corporation.

What are some common corporate investing strategies?

Some common corporate investing strategies include investing in stocks, bonds, and other securities.

How much money do I need for corporate investing?

The amount of money required for corporate investing varies depending on individual circumstances, such as the size and financial position of the business, the types of investments being made and who the share owners of the business are, as this could limit your ability to invest within the corporate structure. It is important to seek the advice of a qualified financial advisor to develop a personalized corporate investing plan.

How can a financial advisor help with corporate investing?

A financial advisor can provide expert guidance on corporate investing strategies and help businesses develop a personalized financial plan to achieve their goals. They can also provide ongoing monitoring and adjustment of investment portfolios, as well as advice on risk management, tax strategies, and financial planning.

What are some common mistakes to avoid in corporate investing?

Some common mistakes to avoid in corporate investing include not diversifying investments, investing too much in a single company or sector, failing to conduct proper due diligence, and not considering the potential risks and challenges of investments. It is important to seek the advice of a qualified financial advisor and conduct thorough research before making any investment decisions.

How can I measure my progress in corporate investing?

Measuring progress in corporate investing involves regularly tracking investment performance and monitoring the financial health and growth of invested companies. It is also important to set specific investment goals and track progress towards achieving them.