Bring home more of your hard-earned money
Taxes may be a certainty in life, but the amount you pay doesn’t have to be. We’ll develop a tax strategy that takes advantage of the tax benefits available to you while lowering your liabilities.
We’ll ensure you’re making use of the right type of investment accounts from RRSP, RESP, TFSA and other registered accounts. We’ll also tie this strategy into your retirement planning and cash flow projections to maximize tax savings.
From deducting interest expenses to income splitting, we’ll identify opportunities to reduce your annual tax liability so you can keep more money in your pocket.
How it works
Growing and preserving your wealth requires a considered tax planning strategy.
We’ll work with clients to educate and inform them to ensure they use every tax-saving opportunity to maximize their returns. Here’s how it works:
Reviewing your investment portfolio
We’ll perform an in-depth analysis of your investment portfolio to identify areas where we can alleviate the tax burden. We’ll make recommendations to structure your portfolio in the most tax-efficient way possible.
Partnering with your accountant
We’ll work with your accountant to support your tax plan, providing tax documents to make preparing your return easier. We'll also review your tax returns and notice of assessments from a financial planning perspective to identify potential tax-saving opportunities.
Create a tax planning strategy
We’ll design a personalized tax plan and strategy that considers your retirement goals, current assets, future earning potential, and estate planning.
Monitor, review and optimize
As part of our financial planning review, we’ll re-assess your tax planning strategy to ensure it’s still fit for purpose. We’ll adjust your strategy to reflect your needs, which will evolve as you continue to build your wealth.