Bitcoin Balance Sheet Advisory

Your cash is losing value. Your balance sheet doesn't have to.

BalanceBTC helps Canadian individuals, families, and businesses allocate a portion of their balance sheet to Bitcoin. From TFSAs to corporate treasuries.

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Takes 60 seconds. No account needed.

$100B+
held in corporate Bitcoin treasuries globally
9,000+
condo corporations in Ontario alone with mandatory reserve funds
1-5%
recommended allocation, prudent exposure without overcommitting
FREE EBOOK

Why Every Canadian Balance Sheet Needs Bitcoin

The definitive guide to Bitcoin allocation for Canadian individuals, families, small businesses, professional corporations, and condo reserve funds. Real strategies. Real platforms. Real Canadian tax context.

  • The 1-5% allocation framework explained
  • TFSA, RRSP, and corporate treasury strategies
  • Platform guide: Wealthsimple, Bitbuy, Bull Bitcoin
  • Condo reserve fund Bitcoin exposure playbook
  • Dollar-cost averaging plans for every entity type

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Free Assessment Tool

What should your Bitcoin allocation be?

Answer 3 quick questions and get a personalized recommendation with platform guidance, tax considerations, and a DCA plan.

What type of entity are you?

This determines which platforms and tax strategies we recommend.

👤

Individual

Personal savings, TFSA, RRSP. Looking to add Bitcoin to your personal portfolio.

TFSA + Wealthsimple
👪

Family

Multi-account family strategy across TFSAs, RRSPs, and joint accounts.

Family multi-account
🏢

Small Business

Corporate cash sitting idle. Add Bitcoin to your corporate treasury.

Corporate treasury

Professional Corp

Doctors, lawyers, accountants with retained earnings in their professional corporation.

Corp + personal split
🏗

Condo / Strata Fund

Reserve funds and operating funds for condo corporations. Conservative, compliant approach required.

ETF-based reserve strategy

Tell us about your situation

Total cash, GICs, savings accounts, money market funds

$

How comfortable are you with short-term price swings?

3
Very Low
Low
Moderate
High
Very High

How long before you might need this capital?

1-2
years
3-5
years
5-10
years
10+
years

Your Bitcoin Allocation Recommendation

Recommended Allocation
Platform
Account Type
Monthly DCA
Quarterly DCA

Your Strategy

Want to implement this strategy?

We'll reach out within 24 hours to help you get started with a personalized onboarding call.

Who We Serve

Every balance sheet deserves a Bitcoin strategy.

👤

Individuals & Families

Optimize your TFSA with crypto ETFs, set up personal crypto accounts, and build a multi-account family strategy that compounds across generations.

Low friction
🏢

Small Businesses

Your corporate cash is earning near-zero in a savings account. A 1-5% Bitcoin treasury allocation hedges against inflation while keeping your runway intact.

Low-Medium friction
🏗

Condo & Strata Funds

Reserve funds sitting in GICs losing purchasing power. We navigate the regulatory landscape and build compliant exposure strategies for property corporations.

Custom strategy

Professional Corporations

Doctors, lawyers, accountants holding retained earnings in their corp. Convert idle capital into a long-term Bitcoin position with proper tax structuring.

Low-Medium friction
How It Works

Three steps. No complexity.

01

Assess Your Balance Sheet

We analyze your current holdings, risk tolerance, and goals. Whether you're an individual with a TFSA or a business with $2M in idle cash, we build the right framework.

02

Build Your Strategy

Custom allocation plan: which platforms to use (WealthSimple, Bitbuy, direct custody), what percentage to allocate, and how to structure it for tax efficiency.

03

Execute & Monitor

We facilitate the setup, guide you through every transaction, and provide ongoing monitoring. Dollar-cost averaging, rebalancing, and quarterly reviews included.

The Canadian Bitcoin IRA doesn't exist yet. We're building it.

Nobody in Canada offers full-service Bitcoin balance sheet advisory across personal, business, and institutional accounts. BalanceBTC fills that gap, starting in Calgary and expanding nationally.

Get Your Free Assessment