Building and preserving wealth together.


Tax Savings

Whether you are preparing tax documents for your annual tax return, planning for your retirement or reviewing your particulars to estimate final expenses and liabilities upon death, an advisor can be your ally.

There are more favourable tax saving strategies and tax saving solutions for consideration dependent on your particulars and circumstances. More favourable tax treatment may be available to you when utilizing:

  • Tax planning strategies
  • Planning your estate
  • Tax-free savings account
  • Tax efficient investing with Segregated Funds
  • Defer current income tax while saving for retirement
  • Tax relief on your payment to your pension plan
  • Buying a home
  • Retirement Income Fund
  • Benefits of Annuities
  • Life Insurance
  • Income Replacement

Ask your advisor today about tax efficient investments, and tax saving products and services available to you.