Tax Planning

We work closely with our clients

To create the most effective tax structure personalized to their needs.

Service Overview
  • Corporate Class for non-registered investments
  • Strategies to avoid the clawback of Old Age Security
  • Return of capital cash flow strategy to reduce T4 income at year end
  • Income splitting strategies (Spousal RRSP, Spousal Loan … etc.)
  • RRSP Meltdown (early withdrawals to manage taxation)
  • Individual Pension Plans
  • Maximization of the Capital Dividend Account where applicable

Your Plan. Your Peace of Mind.

Estate planning isn’t just about documents — it’s about clarity, control, and peace of mind. Our team works closely with you to understand your goals, protect your loved ones, and ensure your legacy is preserved exactly as you intend. Let’s make sure your future is as secure as your present.

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