Tax-Efficient Strategies

Minimizing your overall tax obligation is key to your wealth accumulation process.

Call us today to learn more about the tax-minimization strategies that will benefit you and your overall financial health.

 

 

Considerations:

  • Tax-efficient asset allocation: we will help you choose tax-efficient investment products (eg Flow-Through Shares and Tax-Exempt Life Insurance) based on your situation.

  • Tax-efficient account setup: call us to learn more about the types of tax-efficient accounts that is right for you.        (eg RRSP, RCA, IPPTFSA and Charitable accounts) 

  • Tax-efficient income splitting: Income splitting works by transferring the tax liability from higher-income to lower-income family members, who are taxed at a lower rate. There are several ways to do this, including contributing to spousal RRSPs, creating formal spousal loan arrangements or establishing family trusts.

With so many available strategies, we will help you protect your estate so take the first step and contact us today.

We will have a working relationship, with your tax-adviser, so we are provided with an assessment of the possible savings that could be achieved in conjuction with your financial plan that is set in motion.

  

Income Tax Disclaimer
Echelon Wealth Partners Inc., its divisions, subsidiaries, and affiliates, do not provide any income tax advice and does not supervise or review any income tax returns. Please consult your accountant.

Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; *Chevron Wealth Preservation is not regulated by IIROC nor is it protected under the CIPF