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Personal Tax Planning

Our Tax Planning Approach

When building a road map for your retirement or for your other financial needs, it is important that you choose tax integrated solutions. Whether you are saving for retirement or already retired, it is important for you to incorporate tax planning into your strategies so that you reduce your overall taxes now and in future.

We will analyze your family’s tax situation and will recommend solutions tailormade for you. This will help you to select the appropriate plans such as RRSP, TFSAs etc. during your accumulation (savings) phase and will help you select tax efficient income streams during your retirement. If appropriate, we can also consider life insurance products as part of your overall strategy.

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