Case Studies
BEYOND THE RESP
Better Investments For Your Kids
Every parent wants to set their child up for success. For Canadians, this often begins with an RESP. But relying only on an RESP falls short of providing the financial stability their children deserve.
MINIMIZE CAPITAL GAINS
Mastering Real Estate Taxes
Building a real estate empire is a cornerstone to many family legacies. But a substantial real estate portfolio often comes alongside a significant tax burden.
PREMIUM TAX PLANNING
Navigating Income Taxes for High Earners
Enduring legacies are often the result of having a thriving business. But as your success grows, so too does the crushing weight of income tax.
PROTECT AGAINST KEY EMPLOYEE LOSS
Strategic Safeguarding with Key Employee Protection
Many legacies are built on a foundation of a successful business. But what would happen if a pillar of that foundation suddenly collapsed?
RETIREMENT STRATEGIES
Tax-Efficient Retirement Planning
Planning for retirement is paramount to every long-term financial strategy. But for the savviest of us, hitting limits on our tax-free investment options can feel stifling.