Tax Planning

Investing and managing wealth also involves reducing taxes where possible.

Relevant topics for your own tax planning may include:

• Investing money through the use of a tax shelter.

• Use of interest expense as a tax deduction.

• Tax efficient investing.

• Conversion of highly taxed interest income to tax advantaged dividends and capital gains.

• Transferring of assets from registered accounts (RRSP/RIF/LIF) to non-registered accounts as a pro-active estate planning strategy, without triggering additional tax liability.

• Holding companies, family trusts, and coordinating the services of tax professionals through the use of select Chartered Accountants, and legal professionals.