TAX PLANNING

Design your tax obligations.

IT’S YOUR RIGHT TO PAY AS LITTLE AS POSSIBLE

Tax Optimization

Make it work

One of the most common ways we help clients is with tax planning. No one is immune to paying tax. Effective tax planning will increase your personal wealth by leaving more money in your pocket. It is especially important when it comes to your business, retirement, and it gets even more complicated if you’re planning on living outside of Canada.

Knowing the rules and understanding how they are applied is crucial to effectively integrating the tools available. Our team is on top of it, so you don’t need to be.

When planning for tax management, keep in mind it’s not just what you make that counts, it’s what you keep.

Our team approach includes working with your accountant and other professionals to design the best solutions to minimize the effect of taxation for you.

Tax optimization includes:

Reduction and deferral of heavily taxed income
Maximizing government sponsored programs RRSP, TFSA, LIRA, Pensions, RDSP, RESP, LIRA, LIF
Optimizing deductions for investment expenses
Leveraging charitable intentions
Tax efficient cash flow
Corporate structure and retained asset optimization
Family and testamentary trusts designs
Legacy and efficient estate planning

IT’S NOT JUST WHAT YOU MAKE THAT COUNTS, IT’S WHAT YOU KEEP

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