Life is full of taxable consequences. The Income Tax Act affords all taxpayers the right to organize their business arrangements and financial affairs to minimize their taxes. That is the objective of tax planning.

Appropriate strategies for property ownership, capital gains or losses, deferring or splitting income and charitable giving can be applied differently in each situation, so they must be developed specific to your needs. Our knowledge of tax planning strategies is an integral part of our integrated financial planning services.

Integrated FinancialPlanning

Retirement Planning
Estate Planning
Risk Management
Investment Planning
Tax Planning

Tax PlanningTeam Members

Danielle Doan, CA, CFP
Chartered Accountant

Kimberly Dufaj, CFP, CLU
Financial Advisor

Robert Hyde, CAC, CMC
Financial Advisor

Brad Sarna, CFP
Financial Advisor

Alex Stewart
Financial Advisor