Keeping More of Your Wealth in Your Hands
What We Do
We specialize in helping our clients to identify unnecessary tax burdens and reorganize your financial affairs in a structurally sound and compliant way using our proven experience tested process to keep taxes away from your wealth.
Foundational Core:
Bookkeeping - Accurate financial records within a system to easily capture supporting documentation like receipts. This will ensure you can easily access information for making your decisions while also defending against unnecessary CRA Audits.
Tax Compliance - Taxes must be filed according to CRA due dates to avoid exaggerated penalties and interest.
Strategic Opportunities:
You are allowed to pay the lowest amount of taxes that follow the Income Tax Act. The issue is that the Income Tax Act is an extremely convoluted set of rules that most Canadians have a challenge in understanding.
Income Planning - The type of income you receive is taxed differently. We do strategic assessments based on your situation to prompt you on ensuring your tax burden is optimized.
Structural Planning - How you receive income impacts also how you are taxed. How you’re structured could impact the amount of taxes you pay today and in the future especially if you decide to transition what you have to your future successors.
Professional Partnership:
We pride ourselves in working with the right people.
We believe in being a professional expert in what we do while also working in partnership with other expert professionals such as legal and authorized Infinite Banking Practitioners. We rely on the good guidance of these professionals to ensure that our unique strategies comply with best practices in your situation.
Our ideal client is someone who takes full responsibility for their own successes and failures. We understand that we are all busy people and while we are there to provide our expertise to keep more of your wealth in your hands, you must be willing to participate in it and want to also.
WHO WE SERVE
Sole Proprietorships
Canadian-Controlled Private Corporations
Individuals
How It Works: At a Glance
1. Clarity Meeting
We meet to ensure we are a good fit and we can deliver for you now and in the long term. In this process, we will ask questions to gain an in-depth understanding of your goals, objectives, and how you’re currently structured.
From this meeting, you will get clarity knowing what gaps you have and what potential opportunities are available to improve your current situation.
2.Annual Maintenance Services
We ensure your records are kept up to date. This involves ensuring you submit your information following our efficiently designed processes to capture your transaction activities.
Maintaining compliance with the CRA means saving you time and costs to avoid unnecessary tax penalties and interest payable now and in the future.
3. Strategic Tax Advisory
We become your Tax Strategist providing you value-added services and insights to your constantly evolving wealth management journey. Here are just a few examples we solve for our clients to legally minimize their tax burden:
-
What’s the best way to get paid from your business?
-
What are ways for me to extract capital from my business tax free?
-
What should my personal, corporate, and estate structure look like?
-
What are efficient ways for me to move money personally and corporately without attracting more tax?
-
How much taxes will I pay when I pass away and how can I legally limit it?
Who We Are
Hello,
We are a team of financial professionals who work with a diverse yet unique set of experiences, particularly in the tax field. We work with you and focus on building a relationship with you so we can be the right strategic partner to you when it comes to your tax matters. We aim to be your designated Taxation Strategist.
Get in Touch
Interested? Contact us to see how we can help your business and you.
Get in touch with us via the submission form to the right or send us an email at: