We will provide strategies that will minimize your tax burden. We help you save on income taxes both the long-term and short-term.

Your planning needs may address:

  • Stock options and appreciation rights
  • Income from unusual sources or significant investment income
  • Immigration/emigration
  • Tax minimization on disposition of assets
  • Acquisition of foreign assets
  • Negotiation with Canada‚Äôs tax authorities
  • Tax-Free Savings Accounts
  • RRSP and Registered Education Savings Plan (RESP)
  • RRIF withdrawal requirements
  • Segregated Funds
  • Registered Disability Savings Plan
  • Home Buyers Plan
  • Vacation Properties Strategies
  • Establishing Trusts for income splitting and for protecting and aiding your beneficiaries