Tax planning is something that should be considered as part of your wealth planning strategy. With Geoff Marshall Wealth Management Group, you have access to experienced in-house tax professionals who can integrate their tax knowledge with your overall wealth plan.
We can discuss various tax-efficient strategies, such as: ensuring a coordinated tax approach in Canada and the U.S., establishing a trust in your Will to split investment income with low-income beneficiaries, setting up a professional corporation…
At Geoff Marshall Wealth Management Group, we believe that we have an unmatched ability to deliver customized solutions to you and your family. Fill out a brief form and have a team member reach out to you.
Contact Us