Investment Holding Company Accounting. Evolved.

Managing a holding company in retirement requires careful tax planning, investment tracking, and estate considerations. PDC provides specialized accounting for Okanagan retirees with investment holding companies.

Book a Free Consultation

Expert Accounting for Investment Holding Companies

Whether you've sold a professional practice, exited a successful business, or built investment wealth over a career, your holding company demands sophisticated financial management. Passive income rules, refundable tax pools, and estate planning all require specialized expertise.

At PDC, we help Okanagan holding company owners minimize corporate tax, structure dividend payments, and plan for intergenerational wealth transfer with confidence and clarity.

You built the wealth. We'll help you protect and grow it.

Investment professional reviewing portfolio

Comprehensive Services for Holding Companies

From RDTOH management to estate planning, everything your holding company needs

Bookkeeping & Portfolio Tracking

  • QuickBooks Online setup and management
  • Investment portfolio tracking and reconciliation
  • Dividend and interest income reconciliation
  • Annual financial statement preparation

Corporate Tax & RDTOH

  • Corporate tax returns (T2)
  • RDTOH pool management and tracking
  • Passive income tax compliance and planning
  • CRA compliance and audit support

Tax Planning & Dividend Strategy

  • Eligible vs. non-eligible dividend structuring
  • Capital gains crystallization strategies
  • Income splitting with family members
  • Personal and corporate tax integration

Estate & Succession Planning

  • Intergenerational wealth transfer strategies
  • Estate freeze planning and execution
  • Family trust setup and administration
  • Corporate wind-up and dissolution planning

Why Kelowna Businesses Choose PDC

PRESERVE Evolved.

Protect the wealth you've built over a lifetime. Smart tax structuring, RDTOH management, and proactive compliance ensure your holding company retains more of what you've earned.

EFFICIENCY Evolved.

Minimize corporate tax with proper dividend structuring, capital gains planning, and passive income compliance. Every dollar saved in tax is a dollar working for your future.

LEGACY Evolved.

Plan for the next generation with confidence. Estate freezes, family trusts, and intergenerational transfer strategies help ensure your wealth supports your family for years to come.

Kelowna business professional

Supporting Okanagan Retirees and Business Owners

PDC isn't just located in Kelowna. We're invested in helping Okanagan retirees and former business owners with their accounting needs. We understand the unique needs of clients who have transitioned from building businesses to managing wealth.

When you partner with PDC, you're working with CPAs who understand investment tax strategies, know the intricacies of holding company management, and genuinely care about helping you preserve and grow your legacy.

Integrity Honesty Trust Hard Work

Let's Talk About Your Business

Every business is different. Whether you're a solo consultant working from home or managing a team of 50, we tailor our services to fit your budget, your industry, and your growth goals.

1
Free Consultation

We'll discuss your current challenges and goals

2
Custom Proposal

Services and pricing matched to your business

3
Seamless Onboarding

We handle the transition with minimal disruption

4
Ongoing Partnership

Year-round support, not just at tax time

Schedule Your Free Business Consultation

Please check this box to confirm you are inquiring for business accounting services.

Or reach us directly:

(778) 743-3310 info@pdco.ca

Ready to get your holding company finances in order?

Get Started Today