Tax Planning in Toronto, Brampton & Mississauga

Good tax planning helps you keep more of what you earn and pass more on to your family. We look at your savings, investments and insurance together to find legal ways to reduce the tax you pay now and in the future.

Tax planning strategies we can review with you

• Making the most of RRSP contributions and deductions
• Growing savings tax-free in a TFSA
• Collecting government grants on an RESP
• Spousal RRSPs and pension income splitting in retirement
• Using permanent life insurance to help cover estate taxes
• Understanding when interest on an investment loan may be tax-deductible

Working with your accountant

We work alongside your accountant or tax professional so your financial plan and your tax return work together. For specific tax advice about your situation, we recommend you also speak with a qualified tax professional.