Tax strategies for financial freedom
Take a more strategic approach to your tax preparation to help preserve more of your wealth. And put it towards your long-term financial goals.
It’s your money. Keep more of it.
Like it or not, taxes are a fact of life and a key factor in your overall financial planning. But you shouldn’t pay more than you have to.
From income to investment to property, a customized plan can help offset your personal and family tax burden.
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RESPs are tax-sheltered savings plans for your children's future education.
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RRSP contributions are fully tax deductible and help build for your future, tax-free.
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TFSA contributions are tax-free, while offering the flexibility of a savings account.
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Spouses with pensions can split their pension income to reduce their tax liability.
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Many life insurance policies are tax-exempt, and can provides additional income in retirement.
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These asset classes allow you claim a tax deduction equal to the amount invested.
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These can provide steady, monthly income in retirement and are only taxed on the interest earned.
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Contributions to your company pension plan are fully tax deductible.
The Optimize Family Office provides expert tax preparation for your specific situation. Whether you’re a pedigreed professional or a game-changing entrepreneur, we can help maximize your savings and credits.
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If you’re earning income on investment properties, we can help optimize your tax situation and find new ways to save.
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Commission-based sales jobs can provide a variety of tax-saving opportunities. And we can help you find them.
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Even tax returns for employees and senior executives offer new ways to reduce your overall tax burden.
Let’s talk about your financial future
Speak to an Optimize Wealth advisor to get a free financial plan – no commitment required.
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