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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