Financial/Tax Planning

Throughout the different stages of your life, you are faced with numerous financial decisions that may have an immediate or deferred effect on your income tax situation, retirement plan, education savings plan, or your estate. Many factors need to be considered in order to make the best choice.

Obtaining professional advice when faced with these decisions will assist you in attaining your long-term and short-term financial objectives. We are available to provide you with advice and recommendations specific to your situation. You may have to decide whether to take early retirement, whether to take CPP pension payments early, how much you should contribute to your RRSP, or whether you should contribute to an education savings plan.

Sound professional advice will help you achieve your goals!