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Tax Preparation and Planning

Taxes, in Canada, represent the largest outlay from our income. It only makes sense to have the best and brightest at work on your behalf year round, carefully and effectively doing all they can to minimize this BIG line item. Proper tax planning is also essential in inter-generational wealth transfer (family cottage) and in special needs circumstances within families.

We take the headache out of annual tax preparation and filing too. Clients who invest more than $100,000 with us receive complimentary annual tax preparation (two, T1 returns per family), provided by our partners.

Click here for 2018 Tax Checklist

Call 1-888-737-2737