Tax Planning

Tax Planning

It is not always how much you earn that matters, but rather how much you keep. When meeting with prospective clients, we always ask to see the most recent tax return. Having studied and worked in taxation at an accounting firm, Keith is able to spot opportunities that clients can take advantage of on their tax returns.

We help implement tax saving strategies and use tax-efficient investments such as Tax-Free Savings Accounts and Corporate Class Funds whenever possible. We assist clients in trying to avoid OAS clawback and make sure they take advantage of the tax credits available and if married, the pension income splitting rules. Some other types of tax planning strategies we consider include:
  • Gifting
  • Loans
  • RRSPs, Spousal RRSPs
  • Charitable donations
  • Income splitting

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