Tax Planning
SERVICES
Retirement Planning
IG Living Plan Snapshot
Tax Planning
Investment Management
Insurance Optimization
Estate Planning
Pension Analysis
Without careful planning, it's very possible to have a higher tax bill in retirement than as a working professional.
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Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through:
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1. Annual Tax Review (October - December)
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2. Annual TFSA Maximization
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3. Coordination & Timing of Income Streams (e.g. Pension, Canada Pension Plan, OAS Claw back minimization, RRIF minimum, Early RRSP deregistration, Income splitting, Non-refundable tax credits, Holding company incomes)
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4. Asset Allocation
5. Charitable Giving Strategies
6. Estate Planning Reviews (Big Tax vs Little Tax)
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We also stay up-to-date with the ever-changing tax laws to ensure you are taking advantage of every opportunity.
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👉 Want to learn more about lowering your tax bill in retirement? Click here to get your Free Retirement Assessment.
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