TAX PLANNING

Taxes are one of life's certainties, but there are strategies to minimize your tax burden at the time of the initial investment, and upon its disbursement.

Capital gains and investment income are taxed differently depending on the investment product you use.  With good planning, you can ensure that you choose investment vehicles that reflect your tax situation so that you can grow your wealth more efficiently.

Attached below are a couple of resources to aid in your Tax Planning:

(Click on the links below to open)

2019 Tax Quick Facts

2018 Quick Facts For Tax & Investing

Splitting Pension Income