What To Consider
Taxes touch every part of your financial life, and smart planning can make a big difference. Here’s what matters:
- Different income types are taxed differently – understanding this helps you make better investment and withdrawal decisions.
- Life events like marriage, retirement, and selling a business can shift your tax picture.
- Tax-efficient portfolios can help you reach your goals faster by minimizing unnecessary tax drag.
- Estate planning decisions, like charitable giving or registered account rollovers, can reduce taxes for your loved ones.
How We Help
We take a holistic approach to tax-planning, including:
- Helping you understand how taxes affect your financial plan now and in the future.
- Introducing tax-smart approaches for investments, income, and estate planning.
- Collaborating with your accountant to ensure your plan is aligned.
- Partnering with MNP to provide expert support in tax, accounting, and succession planning.
Thrive And Your Advisor Network
We know that financial planning doesn’t happen in a vacuum. That’s why we’ll work with your tax planners, accountants, and other professional advisors to ensure your full financial picture is aligned.
Whether it’s coordinating on tax strategies, estate planning, or business succession, we collaborate on your behalf to help bring clarity, consistency, and confidence to your plan.
Tools and resources
Explore the tools that help you make smarter tax decisions and understand how taxes impact your income, investments, and borrowing.
