Professionals & Executives

Depending on which province you live in, you may be subject to a tax rate of 50% or higher when your income exceeds $200,000. Click here to review some tax-minimization strategies, for consideration with a qualified tax advisor.

As a professional in the medical field, your goals may include transitioning from your practice into retirement, planning for your children’s or grandchildren’s expenses, or leaving a family legacy.  Click here to learn about how we can help you achieve these goals. 

A family trust can be used to implement an income-splitting strategy, to reduce a family’s tax burden through a prescribed rate loan.   Click here to learn more about this strategy, and whether it makes sense for you. 

There are various ways one can arrange to transfer assets, with many unforeseen consequences when planning hasn’t been put in place.  Click here to learn more about considerations when planning for your estate.   

If there is one thing you can safely assume is a guarantee in Canada, it’s taxes.  Click here to learn about how taxes can impact your investments. 

As a Canadian citizen or resident living in Canada, you may still be exposed to US estate tax.  Click here to learn about how you can reduce or eliminate your exposure.