Tax Planning

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.


Tax Planning for Small Business Owners

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No capital gains taxes payable on donations of shares, you say?

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Blake Cluff D. Philip Heffernan Alfred Kunz

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