Tax planning can be complicated, but our advisors can help reduce your tax obligations year after year. We don’t just think about your taxes in April, we focus on steps that can be taken year-round to make sure you’re never paying more than you have to.
Case Studies & Resources
Chris the former consultant
Kate the retiree
Tax Tips for Students
Tax Tips for Canadians
Tax Tips for Business Owners
Tax planning isn’t one size fits all
Our advisors take a personalized approach to create a tax-conscious investment plan tailored to your unique financial situation, ensuring you’re on the path to a tax-efficient retirement. This includes various strategies like using Spousal RRSPs to generate tax deductions for couples, converting RRSPs to RRIFs for continued tax-free growth and income, avoiding OAS Clawback through effective income management, and leveraging TFSAs to reduce long-term tax obligations while benefiting from tax-free growth.