Tax Planning

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Without careful tax planning, it's very possible to have a higher tax bill in retirement than during your working years.

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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 Return Analysis

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2. Annual TFSA Maximization 

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3.  Coordination & Timing of Income Streams (e.g. Pensions, Government benefits, RRIF minimum etc.)

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4.  Asset Allocation Optimization

 

5.  Tax-Loss Harvesting

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6.  Estate Planning Reviews (Big Tax vs Little Tax)

 

7. Charitable Giving Strategies    

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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 Retirement Plan.

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