A Unique Tax Planning Strategy for Your Needs

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…




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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. 


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