Tax Planning

Complete tax minimization strategies.

The Income Tax Act has an effect on many personal and investment decisions. It affects the choice of one’s investments through differential tax rates for income, dividends, and capital gains. It affects retirement planning through tax-favored RRSPs and pension plans. It also provides opportunities for estate planning through the tax-free pass-through of insurance proceeds. Separation and divorce are affected through the treatment of property division and support payments. As a result, investment advisors should have a good working knowledge of the federal tax regime and how it affects you.

The Burak Hannon Brojde Group works closely with tax experts and even your own tax accountants to ensure that you receive the most trusted and professional advice when it comes to your individual tax situation. We can help clients identify and execute a number of tax minimization strategies that range from the more common variety to more esoteric ones.