How much do you pay in taxes each year ?
Are there potential capital gains taxes in your future ?
Do you have earnings from a privately-owned business ?
Will you be selling your business as part of a retirement exit strategy ?
Do you plan to live outside of Canada in your retirement ? If so, more homework will be required.
Understanding the tax implications of any financial decision can become complicated.
Paying the least amount of tax, now and in the future is the obvious goal.
At Assante, we are here to help simplify your life. Knowing the rules and helping you minimize your tax liabilities, is what we do. So you don’t have to.
As a Senior Wealth Advisor, I am here to help assess your situation and utilize our team of tax professionals for their expert advice.