Kirby Camplin - ScotiaMcLeod Cornwall - tax planning

By: Kirby Camplin  09-12-2011
Keywords: Tax, tax planning

uilding your wealth requires a careful look at your overall financial picture, particularly your own personal circumstances and the tax implications of your investments. By structuring the right mix of investments for your portfolio, you can pay less tax and ensure that you are receiving optimal returns. You work hard to earn your money and in turn you want to see as much of it as possible work for you.

The first steps toward developing an effective investment plan are..

  • Knowing how much tax you pay in total.
  • How much tax you pay on each type of income you receive.

It may seem obvious, but many Canadians aren't sure what their marginal tax rate is. It is important to consult with a professional tax advisor for tax planning guidance. He or she will take your personal circumstances into account in determining appropriate recommendations. From there, you and I can develop a tax-effective investment strategy.

 

To get you started, we offer our

, which is designed to show you how much tax you are paying and to give you tips on how to reduce that amount. The handbook covers topics such as the taxation of investment income, borrowing to invest, income splitting, tax and retirement planning, investment products with tax advantages and U.S. investments. 

For more information on Tax Planning or to request our financial planning series of educational handbooks,



The information contained on this website is for use by persons resident in Canada only.

Keywords: Tax, tax planning

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