Investment Services

Tax Planning

 

Tax Planning

Canadians are among the most heavily taxed citizens in the world, so it’s our right and privilege to ensure that we take advantage of any tax saving opportunities on the road to maximizing assets.
Whether it’s simply taking advantage of RRSPs, RESPs, RRIFs, TFSAs or RDSPs, our team is equipped with the knowledge and strategies to guide you to a tax plan focused on making sure you are getting all your dues.

Marie strives to continuously update her education to ensure you are receiving the most relevant and available tax saving strategies throughout your wealth planning process, Obtaining her RRC (Registered Retirement Consultant) along with her CFDS (Chartered Financial Divorce Specialist)


“An advisor capable of providing prudent, objective and technically sound financial advice has never been of more value to the Canadian investor. Today’s consumer has a need and an expectation for their financial advisor to meet the highest standards of proficiency. Surveys conducted by leading financial institutions and industry think tanks reveal that increasingly, Canadians are looking for advisors who possess a recognized financial planning credentials—such as the RRC/CR designations—before engaging their services”. [SOURCE]

 

tax planningTackle Your Taxes with Confidence

There’s a saying that goes “What you don’t know can’t hurt you”. But when it comes to you don’t know can’t hurt you”. But when it comes to preparing your tax return, the opposite is true. What you don’t know can indeed cost you — in lost sleep, overpaid taxes, late fees, or even fines. How do you know if you have enough information to do it yourself or if you should seek the advice of a professional? [READ MORE]