Tax Planning

Planning for one of life's certainties

Taxes are a critical aspect of your financial plan.  By engaging in holistic planning, we can help create a financial plan that not only achieves your financial goals but is also tax efficient.

We will help guide you on ways to minimize your tax exposure now as well as upon your passing. 

Deductions and credits

Knowing all the tax deductions and credits to which you’re entitled can be overwhelming.  Paying the least amount of taxes possible involves knowing what you can claim and identifying strategies that could help minimize your taxes this year and in years to come.

Saving for retirement

Are you getting the most out of your retirement resources?  

Remaining free of financial worries goes hand-in-hand with a fulfilling retirement. By taking full advantage of tax minimization strategies and understanding the government benefits available to you can help maximize the value of your retirement savings.

Business structure planning

As a business owner, you have options on how to structure your business, but that structure can impact your personal tax situation.  Understanding what option is right for you will help you to get the most out of your business.

Remuneration strategies

As a shareholder of a corporation, you have a choice between salary or dividend compensation. Understanding which strategy is right for you will help you maximize your after-tax cash flows.

Estate planning

A proper estate plan can help address taxes payable upon death, whether by planning to minimize the tax bill or possibly incorporating insurance in your financial plan.


Some of our most coveted thought leaders guide the strategic development of our tax planning

For clients requiring sophisticated tax solutions, our team of experts, including lawyers and accountants, will work closely with you, and your existing financial team, to provide effective strategies specifically designed to address your unique needs.