An investment tax strategy is not just about writing the government a cheque; it can be a deeply involved process that considers many different variables.
Every investment option has a tax implication, and understanding the tradeoffs between each choice is critical to maximizing your returns.
RRSP, RRIF, LIF, TFSA, JTWROS, LIRA – who can make sense of this alphabet soup?
A financial advisor can help you understand your investment options, their different taxation rates, and how they fit into your overall financial strategy. The more assets you have, the more complicated this process can become. Owning a corporation, being a beneficiary of a trust, or being in a limited partnership can all affect your tax plan.
Investment tax planning is another essential service offered by our team.
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