Tax Planning
INTEGRATED TAX PLANNING AND TAX RETURN 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.



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.
