Providing clarity around taxation
Tax Planning Consultants, Serving Western Canada
Taxation, whether provincial, federal, or municipal, can be very complex and is one Canadians will have to address throughout their working and retirement years. We also recommend you should work with a trusted tax professional of your choosing.
Our team will provide a financial plan which incorporates tax planning which will provide clarity where there is complexity, and present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when transferring to the next generation.
We believe that all clients are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.
Our alternative to traditional banking
Our synchronized approach to financial planning involves having an open conversation with you about your real-life plans, and uses a variety of strategies based on your current financial picture to help you achieve them.
We understand that all of your financial needs are interconnected, and we treat them as such – from investing and managing debt; to making sure you only have the insurance you need; to paying as little tax as possible.
Taxes don’t have to be so taxing
We’ll use all available strategies allowed under your provincial laws to minimize the amount of tax you pay on your investment income.
The right choices for your changing life
Our full suite of life insurance and living benefits products can help protect your loved ones throughout all life’s adventures.
Taxation of Your Business
Minimize your payable taxes
Every Business comes with a different set of challenges. We can help you minimize your tax payable by showing you what you can claim now, and identify strategies that can help you pay less the least amount of tax in the future.
Taxation of Your Estate
Minimize your payable taxes
Estate planning is the process by which an individual plans to pass on his or her wealth, including investments and life insurance, upon death to a chosen person(s), with the goal of:
- Preserving and/or enhancing the value of the estate to the extent possible
- Ensuring delivery of the intended amounts to the appropriate persons; and
- Minimizing taxes, where possible
Impact of Estate Transfer on Beneficiaries
Reduce the risk for the next generation
You should consider your intended beneficiaries, how your assets are transferred upon death and provide for the payment of any estate income tax. Estate planning can respond to these considerations.
We want to hear from you.
You deserve the value of a personal, lasting relationship.
Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.
We look forward to working with you to help you achieve your lifelong financial goals.