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, IPP, TFSA 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.