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.