Tax planning is an important part of any overall financial plan. After all, no one wants to pay more in taxes than they have to. Unfortunately, many middle class and wealthier Canadians do.
This is where sound financial planning can help. Since the income you earn on many investments is taxed, it’s important that we structure your portfolio so you pay as little taxes as possible. And when less of your investment income goes to taxes, you’ll see more money in your savings.
Reducing Your Personal Taxes
There are many ways to reduce your taxes, both before retirement, and after. Here are just a few examples:
Reducing Your Business Taxes
There are several strategies to help business owners and incorporated professionals save on the taxes they pay. Read more on how I can help you and your company here.
As financial planners, we use our knowledge of insurance and investments, as well as tax laws, to develop a personalized tax saving strategy for you, or your business.
Contact us today to arrange a free, no-obligation meeting to uncover tax-saving strategies that will work for you.