Tax Planning

Tax Planning arranges your financial affairs in a tax-efficient manner that will postpone or eliminate taxes altogether.

Proper tax planning takes full advantage of applicable tax law provisions, available tax deductions and tax credits.

Life Insurance products in Canada enjoy unique tax-friendly treatment, making it the most cost-effective way to transfer wealth to loved ones and favourite charities. 

We will leverage more than 35 years of combined proven experience to help you minimize or eliminate your tax liabilities.

We will work with your tax, accounting and legal advisors to ensure that your financial affairs are arranged tax-efficiently.