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We understand that as life changes, so do your financial needs. Our team will help assess your current situation and develop a strategy to minimize your tax and maximize your returns to reach your goals – whether you’re just starting out or planning for retirement. If needed, our team will work with your professional advisors (lawyers and accountants) to ensure accuracy and consistency with your unique plan.

Tax planning may include advice in areas such as:

  • RRSP/RRIF, pension accumulation and income planning
  • TFSA and RESP planning
  • Corporate income planning
  • Foundations, gifting and charitable planning
  • Will and estate planning
  • Insurance planning

Planning for what’s important to you – and knowing that you are prepared for the future – can give you peace of mind.