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
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.
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
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.