Minimize the amount of tax you pay by using concepts such as income splitting, tax shelters, deferring taxes, generating tax favoured income, receiving tax free income and claiming the right tax deductions.
- Income Splitting Concepts
- CPP & OAS Information
- Referral & Resource Servce
- Seminar / Client Education Services
|
- Retirement Income Projections
- Budgeting & Debt Reduction
- Corporate Insurance Planning
- Net Worth & Cash Flow Analysis
|
|
Income Splitting
Use spousal RRSPs and split CPP benefits between spouses. |
|
|
Tax Favoured Income
Dividends and capital gains are taxed at a lower rate than interest. |
|
|
Tax Shelters
Oil & gas investments, limited partnerships and Labour Sponsored Funds. |
|
|
Tax Free Income
Gifts, inheritances and some capital gains are all tax free. |
|
|
Tax Deductions
Claim the maximum deductions and credits on your tax return. |
|
|
Defer Taxes
Invest in RRSPs, RRIFs, RPPs and investments producing capital gains. |
|
