Tax Planning and Preparation
Everything Revolves Around Taxation
Having an integrated tax planning and preparation practice within the firm gives us a greater understanding and ability to construct a robust financial advisory plan.
We go through our client’s corporate ownership structure and their cash needs to create a financial plan to provide income to themselves in the most tax-efficient manner. We prepare and review the structure with our clients on a periodic basis to ensure it is still meeting their needs and nothing is causing unplanned tax liability, particularly when it comes to succession planning.



Everything Revolves Around Taxation
An RCA (Retirement Compensation Arrangement) is a powerful, CRA approved retirement strategy. It’s best described as a “supercharged” RRSP because, unlike with an RRSP, there are no earning limits or mandatory withdrawals.
