I offer unique expertise in proactive tax planning. Through the informed use of tax-advantaged products, while regulations permit, I may be able to provide you with significant tax reductions on both an individual and corporate basis.

Just as important as a well diversified investment portfolio is the ability to reduce your tax bill significantly every year. The wealthier you are, the more this is true.

Few investment advisors specialize in tax-advantaged products, whereas I have developed considerable experience in these vehicles and know what and from whom to buy, and how to diversify effectively. It is important to invest the proper percentage of your assets in these investments, and to invest on a regular basis throughout the year, to maximize the potential while minimizing risk. It is also essential to ensure each stock is a good purchase in its own right, and never to buy anything just as a tax shelter.

I will liaise with your tax accountant to ensure that our efforts are coordinated and that you obtain all the tax advantages to which you are entitled.

 
The comments contained herein are general in nature and professional advice regarding an individual's particular tax position should be obtained in respect of any person's specific circumstances.