We will lower your tax bill

Here is a sample of our current strategies:

  • Family income splitting, e.g. spousal loans and family trusts
  • Invest in flow-through shares and roll the proceeds into a tax-deferred mutual fund
  • Advanced charitable strategies: receive double tax credits in the same year
  • Tax-free exit strategies: cash out your corporation without tax
  • Healthcare spending accounts
  • Advanced pension and retirement strategies
  • Strategies to convert harshly taxed interest income into eligible dividends

We will make your life simpler by offering:

  • Accurate transaction and gain/loss reporting, including adjusted cost base checks
  • Portfolio and tax matching, by confirming every annual transaction to be sure our strategy is accurately accounted for
  • Collection coordination of tax reporting (T5013, T3, T5 etc.)
  • Constant contact with tax experts and accountants during tax time
  • Maximum growth, dramatically lower taxes
     

Click here to read about our Tax & Estate Planning team

 

 
“I am impressed with Alexandra’s approach to overall financial planning, which is comprehensive and includes a focus on tax saving strategies in addition to the overall objective of building wealth. This approach, combined with her knowledge and understanding of the obstacles faced by her clients, and most importantly, the energy, dedication and commitment Alexandra brings to the table, makes her a great investment advisor and estate planner."

- Christopher B. Ferguson
Corporate Director, Internal Audit
Agnico Eagle