Reducing your Tax Bill

Want to lower your tax burden? Considering a business transfer? Our wealth managers can help you maximize your wealth and answer all your tax questions.

Reduce your taxes

Your tax bill can be reduced through a personalized tax strategy created by our team of wealth managers.

Depending on your situation, you might be able to:

  • Deduct your management fees
  • Maximize your registered plans
  • Make use of your capital losses
  • Allocate your assets in a tax-friendly way

Get your tax questions answered

Is your personal or professional situation in flux? Do you want to sell some of your personal assets? We can set you up with tax specialists working in the Quebec, Florida or Ontario markets. Contact them to learn the tax implications of your specific situation and find the best option for you.

Examples of what we can help with

  • Establishing a trust
  • Splitting your family’s income
  • Restructuring personal loans to make your interest deductible
  • Making the decision to incorporate if you’re a medical professional

Contact us

Our team of wealth managers can help you meet all your financial needs.

Contact us

Business transfers

If you’re a business owner and considering a transfer, we can help.

Learn more about business transfers.
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