AO-C COPPERMANE Firm inc. designs bespoke wealth transfer solutions exclusively for shareholders of privately held companies.
We transform your corporate liquidity into a strategic lever to secure your future and that of your family.
Our mission is to ensure your capital remains protected and your business continues to grow without taxation or succession issues compromising your operational continuity.
AO-C COPPERMANE Firm inc. operates as a sub-agency affiliated with the Montreal-based Insurance brokerage firm AO-C.
AO-C is a leader in wealth transfer solutions for business owners.
The combined expertise of CopperMane Advisory Services and AO-C ensures the delivery of tailored strategic advice, along with execution that fully complies with all institutional and regulatory requirements applicable to insurance firms in Quebec.
As a result, our clients benefit from the administrative scale and underwriting capacity of a national leader, all under the supervision of a team of seasoned legal professionals.
Our Proprietary Approach
We combine deep legal expertise with advanced proprietary financial engineering to address the tax complexities of private estate planning.
- Capital Optimization: Aligning excess corporate capital with long-term liquidity needs.
- Estate Architecture: Funding tax liabilities at death through efficient and profitable structures to protect and optimize operating assets.
- Wealth Governance: Establishing the technical framework required for the orderly transfer of assets.
Expertise
AO-C COPPERMANE Firm inc. brings together deep domain expertise and legal rigor, specifically tailored for the company owners look for profitable ways to optimize and generate more profits within their corporate and holdings’ investment portfolios.
We serve a select group of clients who require a high-level, technical partner to formalize their corporate legacy.
The Team
Why CopperMane Advisory
Entrepreneurial DNA
we’ve built, scaled, and navigated businesses ourselves.
Business Law, Marketing and Branding, Wealth Management and Local & International Development All under One Roof
Global Perspective
rooted in Canada, connected to the Middle East, active worldwide
Partner Mindset
your wins are our wins.