Tax Planning « Brad Willems, CFP & Team

By: Brad Willems  09-12-2011
Keywords: tax planning

There are few financial topics that create the kind of emotional reaction that taxes do. Taxes certainly have a way of taking a big chunk out of our wallets! However, the unfortunate part is that the average Canadian taxpayer neglects to utilize many of the tax-smart strategies that are available.

“As part of our ongoing service commitment, we initiate and recommend practical tax planning solutions to minimize our client’s tax burden.”
Jared Neufeldt, CFP, FMA, BBA

  • Taking advantage of the tax sheltering available within registered plans
  • Choosing tax-deferred and tax-exempt options
  • Splitting income among spouses
  • Implementing charitable giving strategies

Keywords: tax planning

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