Tax Planning
Comprehensive Tax Analysis
We are always evaluating your investment mix to ensure that you are benefiting from the various tax programs available. RRSP’s vs TFSA’s, locking vs unlocking your LIRA, monthly pension or commuted value, sole proprietor or incorporate business. All of these choices require an understanding of tax impacts, and we incorporate tax analysis into our advice.
Tax Experience
Steve Ambeault is a Chartered Accountant who trained in tax at KPMG LLP and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course.
Visual Analysis
When decision-making is especially complex, we have tools that can help you visualize your choices and their future impacts, helping you pick a path that is right for you.
