Tax Minimization Strategies

Canada is one of the most heavily/harshly taxed nations in the world. In fact, the average Canadian forfeits almost half of his or her income to various forms of taxes each year, representing a major obstacle to accumulating wealth and realizing their dreams.

Our team will work with you to examine your financial situation and identify potential areas for saving tax. We can help you to formulate strategies to lighten your tax load and free up funds to enhance your life – now or in the future.

Choosing more tax-efficient investments is one potential strategy for minimizing tax. Increasing tax deductions, deferring income to a future year and splitting income with a family member are some of the other strategies we will explore with you.

The federal and provincial tax rules are complex and continuously changing. And likely, so is your personal situation. To ensure you continue to pay as little tax as possible, we encourage you to sit down with us each year for a tax review.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.