Tax Planning
Tax Planning
Without careful tax planning, it's very possible to have a higher tax bill in retirement than during your working years.
Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through:
1. Annual Tax Return Analysis
2. Annual TFSA Maximization
3. Coordination & Timing of Income Streams (e.g. Pensions, Government benefits, RRIF minimum etc.)
4. Asset Allocation Optimization
5. Tax-Loss Harvesting
6. Estate Planning Reviews (Big Tax vs Little Tax)
7. Charitable Giving Strategies
We also stay up-to-date with the ever-changing tax laws to ensure you are taking advantage of every opportunity.
👉 Want to learn more about lowering your tax bill in retirement? Click here to get your Retirement Plan.