Our Services

Tax planning and tax minimization are key components of the financial plan for many clients. As part of an integrated and comprehensive wealth plan, we explore strategies to create a unique and successful wealth program tailored to each client.

► Incorporation

► Create opportunities for withdrawing from your corporation 100% tax free

► Creative income splitting

► Create valuable tax savings investing outside of RRSPs

► How to create an Individual Pension Plan (IPP) of retirement income potentially larger than a RRSP

► Family wealth approach to your finances

► Estate Planning: Transition wealth in a tax efficient and protected manner

► Asset swaps and debt replacement

► Discipline portfolio structure for the current market

► Create a sell discipline for your portfolio

► Creating a tax efficient pension plan while limiting market risk

► Generate guaranteed income for life

► Intergenerational transfers of wealth

► Using family trusts to protect wealth

 

For more detailed information please choose a link below:

Services for Medical Professionals

Services for Business Owners

Services for those looking to Retire

We explore strategies to create a unique and successful wealth program tailored to each client