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Tax Planning

Keep More of What You Earn

Smart tax planning can make a big difference to your bottom line—both now and in the years ahead.

Why It Matters

Taxes affect almost every aspect of your financial plan. We work with you year-round to find tax-saving opportunities, reduce surprises, and align your investment and income strategies with your long-term goals. It’s about being proactive, not reactive.

We Help With

Tax-smart investment portfolio design

RRSP, TFSA, and corporate account optimization

Collaboration with your tax professional

Frequently Asked Questions

What’s the benefit of tax planning year-round?

Ongoing tax planning helps avoid surprises, smooths cash flow, and ensures you’re making tax-smart financial choices throughout the year.

How do you reduce my taxes without breaking the rules?

We use legal, CRA-compliant strategies like deferral and proper account use to reduce your tax liability.

Can tax planning help with my investments?

Yes. We structure your portfolio for tax efficiency, using registered accounts and asset location strategies to optimize returns.

Do I need a tax professional as well?

We often work alongside your accountant or tax advisor to make sure all your strategies are aligned.