Tax planning is something that should be considered as part of your wealth planning strategy. With the McFarlane Boughton 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, all based on a comprehensive plan tailored for you.
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