I need tax planning help.

Everyone hates paying taxes.

One of the most common ways we help clients is with tax planning. No one is immune to paying tax and while tax planning isn’t going to increase your income, it will increase your personal wealth by leaving more money in your pocket. Tax planning is especially important when it comes to your retirement and if you’re planning on living outside of Canada it gets even more complicated. Knowing the rules and understanding how they are applied is what we do, we’re on top of it all, so you don’t need to be.

Ready to start?

Here are two great ways to connect with us.

Make an Appointment

No surprises at the end of the year.

We use our team approach and work with your accountant, mortgage broker and other professionals to create the best timing and structure of your savings and related withdrawals to protect your money against taxes. We’ll make sure there are no surprises.

Here are a few ways to learn more.

Tax planning extras.

videos, case studies & more