Your money should go where you want it to. Pay less tax and more towards the things and people you care about.

Tax savings for your family.

A Family Trust plan can pass on incredible tax savings to you and your family. If you’re concerned about how much of your company’s wealth will make it into the hands of your children, a Family Trust is something you should strongly consider and something we can help you plan for.

Find and keep significant wealth through efficient tax planning.

There’s plenty that can be done and many important questions to ask regarding how you can maximize tax savings. Are you investing in tax-efficient vehicles? Are you extracting cash from your business efficiently? We’ve found that our client’s tax savings are often more significant than returns on even the best investments in answering these questions.

Save tax by spending wisely.

When you’re spending your hard-earned wealth, there’s an order of consumption that is generally recommended based on taxation. But which source of money do you tap into first? RRSP? Non-registered account? Matured life policy? We help you map that out. In a sea of confusing options, we bring clarity and pair your portfolio with a strategy that works for you.

Find the right way to invest and grow your wealth.

A good portfolio is a diverse one. Holding a variety of investment vehicles and a portfolio made of different types of assets can help you yield higher returns in the long term. Whatever is your spectrum of risk, we help pair you with a plan that works best for you.

Minimize your tax with efficient corporate structures.

Although you may have set up your business a certain way, there can be many tax benefits to restructuring or adjusting your corporate structure. We help you find out whether or not your corporate structure is tax-effective and suggest strategies that minimize your costs, avoid legal liability, and protect yourself and your assets.