- 104 Ninth Street Etobicoke ON M8V 3E4
View on Map »
An investment tax strategy is not just about writing the government a cheque; it can be a deeply involved process that takes into account many different variables.
This careful work can dramatically lower the taxes you owe. Every investment option has a tax implication, and understanding the tradeoffs between each choice is critical to maximizing your returns.
RRSP, RRIF, LIF, TFSA, JWROS, LIRA – who can make sense of this alphabet soup?
Investment tax planning is another essential service offered by our team. Not only can a Certified Financial Planner help you choose the right investment options, they can show you why some alternatives aren’t the best fit for you.
TFSA
The Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the…
RESP
Registered Education Savings Plans are registered education savings plans that grow tax-free until the child is ready for university, college or…
RRSP
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law …
RDSP
Since 2011, the Registered Disability Savings Plan has been available to Canadians who qualify for the disability tax credit and offers…
RRSP Loans
Borrowing money to invest in an RRSP has many advantages. Besides the immediate tax refund, you also can also increase the amount that you…
Borrowing to Invest
Leveraged investing is defined as borrowing money to finance an investment. You are familiar with the concept of leverage …
Many people will offer you advice on which investments…
For most Canadians, retirement is a major financial goal that…
Many people assume that estate planning is only for the…
Investment tax planning is not just about writing the…
Careful portfolio analysis is necessary to ensure that…
Proper analysis is vital to ensure that you aren’t paying too…
