Tax Planning

Tax planning to keep more of what you earn.

     There are a number of simple strategies to defer or reduce tax: conversion of non-deductible debt, income splitting through the prescribed rate loan structure, quality flow-through shares, creative insurance-based solutions, Individual Pension Plans, etc.
 
These are the types of ideas we bring to our clients as part of our financial review and we’re almost always able to identify at least one significant tax savings opportunity a client is missing. Where appropriate, we then work with your accountant to advise and implement. 

The benefit to you is a more coordinated and efficient approach to your tax planning and ultimately overall financial picture.

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