Investing Your Money

Tax Planning



Knowing how tax rules affect your investments is essential to maximizing your after-tax return. 

In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals.  Our Team works with our in-house Accountants to make sure you are always as tax efficient as possible.  Small business owner, Physician, selling your business, large inheritance coming?  We will work with you to make sure you are saving as much tax as possible.