Tax Planning

Managing your tax obligations matters.

Decisions that you make today can impact when and how much tax you will need to pay over your lifetime.

We focus on helping you keep and grow as much of your money as possible through tax efficient savings and investment strategies, along with tax-efficient income withdrawal strategies.

 Taxation of income

 Lifetime capital gains exemption

 Income splitting

 Taxation during retirement

 Taxation at death

 Taxation of government benefits

 Tax-protected legacy planning

 Intergenerational wealth transfer