Income Tax Planning

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For Income Tax Planning, we assist you in addressing the following questions:

  • Can you reduce the amount of tax that you are currently paying?
  • Should you contribute to an RRSP, a TFSA or should you invest in capital gains producing investments outside your RRSP?
  • How should you manage your investment portfolio to take advantage of tax preferred income? Are there any “tax shelters” you should consider?
  • What opportunities do you have to split your income with others in your “tax family”?

Next Steps

To answers these questions for you, we follow our general process and typically meet with you 2 – 3 times over a period of 2 – 4 weeks. Follow-up meetings may be required for implementation and we always recommend an annual review. The first two meetings generally take 2 – 4 hours.