TAX PLANNING

Without careful planning, it’s very possible to have a higher tax bill in retirement than as a working professional.

Our tax planning aims to help keep your taxes low today and in retirement.

• Annual Tax Return Analysis and reviews
• Coordination & Timing of Income Streams (e.g. Pension, CPP and OAS, TFSA, Required Minimum Distributions, etc.)
• Asset allocation
• Charitable Giving Strategies

We stay up-to-date with the ever-changing tax laws to ensure you are taking advantage of every opportunity.

Want to learn more about how we can save you tax? CLICK HERE for your Free Second Opinion and Checkup