Tax Planning

The largest ongoing expense of the average Canadian is tax. Therefore any financial plan which does not fully factor in tax is deficient. 

There are Four Main Pillars of Tax Planning

  • Maximize deduction
  • Consider deferral options (ie, RRSPs, Corporate Investments)
  • Income splitting (ie, Business and trust structures)
  • Utilize exemptions and aviod claw backs

The Fifth Pillar - Asset Shifting and Asset Allocation

  • Differential rates (ie, Income, dividends & capital gains)

The Sixth Pillar - Insurance

  • Tax sheltered accrual
  • Tax exempt death benefit
  • Company benefits (ie, Capital Dividend Account)














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