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Tax Preparation

What is Tax Planning?

Successful financial planning involves implementing strategies that help you reach your financial goals, be they short-term or long-term. Over the long haul, taxes are quite often one of your single biggest ongoing expenses, and so prudent tax planning is a necessary and crucial step in ensuring that you’re on track to meeting your financial planning goals and objectives. No tax situation is exactly the same, and so your comprehensive tax plan should be based on your personal priorities and goals.

Effective Tax Planning Strategies:

Pension Splitting Between Spouses

Pension splitting is a strategy available to individuals receiving pension income, whereby they split that pension income with their spouse or common-law partner in order to minimize their income tax liability.

Investing through Whole Life Insurance

A tax-exempt life insurance solution that can be used as an investment vehicle that facilitates tax free growth on your savings and provides an additional income stream come retirement.

Flow Through Shares

A tax incentivised investment strategy that involves investing in certain asset classes, which can then be claimed against your income.

Life Annuities

Life annuities make prescribed payments to you, in exchange for a lump some up-front payment, and are only taxed on the interest portion of the investment.

Individual Pension Plans

All funds that are paid into an individual pension plan by a business are fully tax deductible against your personal income.

RESP Contributions

RESPs are a registered tax-sheltered savings plan designed to help you save for your children’s post-secondary education.

Registered Retirement Savings Plan

RRSP contributions are a simple way to save for retirement, and are also fully deductible against your income.

TFSA Contributions

A flexible savings account that can help you achieve both short– and long-term savings goals, with all earnings free from taxation.

Tax Preparation

At Optimize Wealth, we offer a wide range of innovative tax preparation services designed to meet your specific tax situation. From busy employees and executives to seasoned entrepreneurs, everyone can benefit from our team of experienced tax specialists. When it comes to assessing your personal tax situation, we will help you optimize your tax returns with any tax credits and deductions available to you. You work hard for your money and you deserve to keep as much of it as possible. Work with us to optimize your tax return and we’ll show you how.

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Rental Properties

You have worked hard to acquire, manage, and produce a steady return on your real estate investment properties. Let us help you further increase these investment returns by optimizing different aspects of your specific real estate tax return.

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Commissioned Sales Person

Often individuals with commission paying jobs don’t realize just how much they could be saving in taxes. Whether it’s deducting client related or professional expenses, there are numerous ways to minimize your tax bill. We are waiting to assist you every step of the way.

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Employee Tax Returns

When preparing Tax Returns for employees and executives we ensure that every variable is taken into consideration to minimize your tax bill. We look beyond just T4s and other standard T Slips to optimize your entire tax situation.

Tax Preparation Services may be provided by Wealth Planners, Associate Portfolio Managers, or Portfolio Managers

The Result? Minimizing your taxes will enable you to keep more of your hard earned money and will help you achieve your goals quicker than ever.

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What we do

Optimize Wealth Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

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