Tax Planning

Tax planning encompasses not only the timely submission of income tax returns. It includes strategies such as investing in appropriate accounts, and strategically withdrawing funds to minimize tax liabilities. I am dedicated to aiding you in comprehending and minimizing the tax ramifications associated with your investment choices, earnings, and other financial endeavours. My goal is to ensure compliance with Canadian tax regulations while maximizing available credits and deductions.

• How do I fund my retirement in the most tax efficient manner?
• Should I save in my name or my spouse’s name?
• How do I pay less tax on my investments?
• How do I pay less tax over my lifetime?
• Should I set up a holding company?
• Should I set up a corporation?
• How do I pay less tax today?