Corporate finance, tax & succession advisory for Canadian business owners
Structure capital. Protect your legacy
Helm Advisory helps Canadian business owners structure corporate cash, tax and succession planning in a coherent way, working alongside their accountants and lawyers.
About Us
Helm Advisory is led by Tiffany Wu, an LLQP-licensed advisor with a background in private equity, M&A and corporate finance.Over the past decade, Tiffany has worked with founders, CFOs and professional investors on transactions, capital structures and long-term value creation.She brings that structuring lens to Canadian business owners who want a clearer, more deliberate plan for how corporate cash supports their personal and family goals — without losing sight of risk, tax and control.Based in the Greater Toronto Area, Helm Advisory serves business owners across Canada.
What we do
Corporate finance & tax strategy
Structure retained earnings and surplus corporate cash with a clear view of tax, risk, access to capital and long-term goals.
Succession & estate planning
Your company is a key part of your family’s present and future. We help you align shareholder arrangements, family objectives and estate plans so that business value can be transitioned in an orderly, tax-efficient way.
Tax-advantaged investment & retirement structures
We help you design the structures around your investments – corporate, registered and insurance-based – and implement the insurance and segregated fund solutions where they make sense in your overall plan.
Who we work with
We work with Canadian business owners who are actively leading and growing privately held companies, and who are starting to ask longer-term questions about tax, capital and succession.
Typically, our clients:
Own and control one or more private corporations in Canada
Have built profitable businesses with meaningful retained earnings or surplus corporate cash
Are thinking beyond this year’s tax return — about retirement, potential exit and long-term wealth planning
If you are at the helm of your company and want a clearer, more coherent plan for how business capital supports your personal and family goals, we may be a good fit.
Thank You
Structure capital. Protect your legacy.