Tax Strategies

Helping you preserve your wealth

We provide tax efficient solutions to help you manage and build your wealth.

Income tax efficiency is an important component of your long-term financial plan.

Our experienced in-house tax professionals implement strategies that help you keep more of what you’ve earned throughout all stages of your financial journey.

Tax-smart strategies include:

  • Choosing tax-deferred and tax-exempt options
  • Optimizing tax-preferred income in non-registered plans
  • Establishing trusts and endowments
    Splitting income among family members
tax planning

Meet the Team

You don’t have to live with uncertainty about your future. Instead, you can know you’re on track to maintain your standard of living in retirement and have enough left over to have some fun while you’re at it!

top 50 since 1994 (blue)
Award - Franklin Templeton Award blue
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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.