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    • The Tax Benefits
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    • Home
    • Information
      • The Tax Benefits
      • The Investment Structure
      • Background Information
      • Our Current Offering
    • Contact Us
      • Contact Information
  • Home
  • Information
    • The Tax Benefits
    • The Investment Structure
    • Background Information
    • Our Current Offering
  • Contact Us
    • Contact Information

CDA Capital

CDA CapitalCDA CapitalCDA Capital

A Tax Efficient Investment for Accredited Investors

A Tax Efficient Investment for Accredited Investors A Tax Efficient Investment for Accredited Investors A Tax Efficient Investment for Accredited Investors

Background Information

What is an Accredited Investor?

In general terms, an Accredited Investor includes various institutions such as banks, trust companies, pension funds, municipalities, and certain investment funds.  


An Individual is an Accredited Investor if the individual meets certain income or asset tests.  Two of the most common tests are: 


  • If the individual's own net income has exceeded $200,000, before taxes, in each of the two most recent calendar years and the individual reasonably expects to also exceed that amount in the current calendar year.


  • If the individual's combined net income with their spouse has exceeded $300,000, before taxes, in each of the two most recent calendar years and the individual reasonably expects to also exceed that amount in the current calendar year.

Learn more about Accredited Investors

What are Capital Dividends?

A capital dividend account keeps track of various tax-free surpluses accumulated by a private corporation.  Under certain situations, these surpluses may be distributed tax-free in the form of capital dividends to the corporation’s Canadian-resident shareholders. This means that no part of the capital dividend is included in computing the investor's income.  

Learn more about Capital Dividends

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