Personal and Corporate Tax Planning 

There are many pieces to the personal financial planning puzzle and when we can keep the income tax component as low as possible, through incorporating income tax planning strategies, clients are able to keep more of their own money. It could be considering a Tax Free Savings Account versus a RRSP, or perhaps designing your pension options and retirement income model to ensure OAS is not clawed back in retirement. Sometimes planning has to do with corporate tax planning and developing the salary dividend component of funds for self employed individuals. Or, perhaps you are in receipt of a retiring allowance or severance payment and wonder how this may impact your short and long term plans. Through the financial planning process, we will help you to identify and implement income tax planning strategies that make sense for you and your family.

We can help you understand your current investment model in the context of your risk tolerance and liquidity needs. We provide an investment review to ensure you are on track and your investment model is consistent with your goals and objectives.

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