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Solutions and ServicesTax Planning

Tax Planning

Keybase Financial Advisors have the experience and expertise to ensure your Financial Plan includes the best Tax Strategies.

Traditionally, RRSPs and RRIFs have been popular methods of deferring taxes. More recently, the Tax-Free Savings Account (TFSA) is becoming a very popular vehicle to avoid taxation. However, there may be alternative strategies that you might want to consider which can have a dramatic effect on your retirement. 

Furthermore, the proper tax strategies can ensure maximum preservation of your estate for your loved ones.

Our Advisors will review your situation and recommend alternative tax strategies to meet your retirement and estate needs.

There are several tax strategies and other considerations that can help you and your Investment Advisor decide where to place your investments for maximum tax efficiency:

  • Investment Income 
  • Borrowing to Invest 
  • Income Splitting
  • Funding a Child’s Education
  • Registered Investments 
  • Tax Shelters

 

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