Tax planning that protects your wealth.
Tax Planning
Our tax planning strategies are designed to put the tax codes to work for you, so you get to keep more of your hard-earned money and stay focused on your financial goals.
We develop strategies from a tax perspective to ensure you have a financial structure in place to reduce your tax liability. We’ll also take advantage of every opportunity to save more of your hard-earned money from the taxman.
Strategizing about your tax structure might seem complicated, but we’ll help guide and educate you through the process so you can continue on your financial journey with confidence.
We develop strategies from a tax perspective to ensure you have a financial structure in place to reduce your tax liability. We’ll also take advantage of every opportunity to save more of your hard-earned money from the taxman.
Strategizing about your tax structure might seem complicated, but we’ll help guide and educate you through the process so you can continue on your financial journey with confidence.
Tax Information
TAX PLANNING (****)
Understand the tax implications that successful investing can bring. Develop a complete tax planning strategy that protects as much of your hard-earned money from the taxman as possible. Make appropriate adjustments in accordance with life events, such as marriage, having children, or buying a home.
It's Always Tax Season! Are you keeping track of your tax slips?
All T4 Slips
All other information slips (Ex: T3, T5, T4A, etc.)
Old age security and CPP benefits
Other pensions and annuities
Employment insurance benefits, social assistance payments, workers’ compensation