Tax Planning & Strategies

Taxes can be one of the greatest obstacles to wealth creation and accumulation. If you are looking to reduce the amount of tax you pay and maximize your financial position, our trusted and experienced Montreal Financial Advisors can help.

Our tax planning strategies aim to reduce your taxable investment income and take full advantage of tax-deferral opportunities. We can also advise you on insurance tax shelters and other estate planning strategies to maximize the assets your beneficiaries will inherit.

Taxes undoubtedly affect your overall financial picture. Our Financial Advisors will manage your wealth strategy by adding tax planning into the mix.