Tax Planning

Tax Planning helps you keep your money. Tax Planning identifies if available deductions and tax credits are being utilized, if there are opportunities for “income splitting” or “income shifting”, or if there are capital gain or loss opportunities resulting from the sale of property or assets.
 
Tax Planning at TCU Wealth Management helps you make effective use of tax credit investment purchases (e.g., labour sponsored funds*), tax reduction investment plans such as RRSPs, and tax exempt investment plans such as Tax Free Savings Accounts.
 
Please call one of our TCU Wealth Management Tax Planners (1-877-828-4343), book an appointment online,  or stop by one of our convenient office locations to get more information on our tax planning services.

 

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