Tax Planning & Optimization

What's included

• RRSP / TFSA / FHSA contribution strategy
• Income splitting and family planning
• Investment and capital-gains timing
• Retirement and CPP/OAS planning

How it works

1. 1
   Discovery call to map your goals
2. 2
   Review of your last 2 years' returns
3. 3
   Custom plan with action items
4. 4
   Quarterly check-ins