Tax Planning
There are few financial topics that create the kind of emotional reaction that taxes do. Taxes certainly have a way of taking a big chunk out of our wallets! However, the unfortunate part is that the average Canadian taxpayer neglects to utilize many of the tax-smart strategies that are available.
“As part of our ongoing service commitment, we initiate and recommend practical tax planning solutions to minimize our client’s tax burden.”
Jared Neufeldt, CFP, FMA, BBA
Examples of Tax-smart strategies:
- Taking advantage of the tax sheltering available within registered plans
- Optimizing tax-preferred income in non-registered Corporate Class plans
- Choosing tax-deferred and tax-exempt options
- Splitting income among spouses
- Implementing charitable giving strategies
