RRSP, TFSA, JWROS, LIRA, insurance – every industry has its language, and this is ours!
Taxes Can Be Complicated.
Many people don’t know how these accounts work or why one is better. Everyone’s tax situation differs depending on resources, tax brackets, etc. It can be even more complicated if you own an incorporated business or benefit from a trust.
Maximize Your Tax Return
Our purpose in tax planning is to explore all investment options to maximize your tax return. We also examine the trade-offs of certain investment avenues and ensure you understand them before investing.
We have also taken up free tax preparation for clients with investments over $250,000. Some tax planning does not make it to the return. This is down to slips missed in the mail or an account that needs to be registered. Doing the planning and follow-up ensures our plans get completed.
As a free service, we also provide tax preparation as a ‘thank you’ for people who use our investment services.