Income Tax and Estate Planning

Income Tax Planning
Given Canada's high tax regime, tax planning initiatives can result in an accelerated rate of growth of your net worth. Since more is retained after-tax, less emphasis needs to be placed on high investment returns.

Income Tax Planning requires a thorough understanding of your financial makeup and a technical understanding of the tax laws. For some, it is simply creating deductible debt. But as your financial resources increase, your tax planning options expand.

We work closely with Tax Accountants and Tax Lawyers to identify ways to further improve your tax situation.

Estate Planning
A realistic forecast provides clarity about your estate and estate options. We take the time to understand your situation and your wishes and work closely with Estate Lawyers and Insurance Specialists to identify creative solutions to maximize your wealth transfers to those who are important to you.

We often recognize opportunities to shelter surplus assets thus enabling our clients to reduce their current tax liabilities - increasing their asset accumulation.