Everyone has a tax plan. It is called the Income Tax Act of Canada.

The problem is that the Income Tax Act contains so many rules, exceptions to rules, exceptions to exceptions etc. that it is incomprehensible to the average person. On the other hand, the Act does provide numerous opportunities for individuals and corporations to structure their affairs to reduce their overall tax liabilities. Most taxpayers, unfortunately, are improperly structured and will pay far more taxes during their lifetimes than necessary.

We take a conservative approach to tax planning because we know that clients can realize extremely significant tax savings over the long term by re-structuring their investment portfolios to optimize the benefits offered to them by the Income Tax Act. We examine the client's current financial situation in light of the client's medium and long term goals and objectives and provide recommendations relating to the optimum structure.


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