Just as important as a well diversified investment portfolio is the ability to significantly reduce your tax bill every year. The wealthier you are, the more this is true. The Fox Pierce Segal Group* focuses heavily on specialized techniques that include:

• Liaison with leading edge accountants and tax lawyers to ensure you take advantage of all the latest and most effective tax minimization strategies to which you are entitled.
   
• The informed use of tax-advantaged products. The group has developed considerable experience in these investments and can accomplish significant tax savings where regulations permit.
   
• Covered call writing, a conservative option writing approach which generates cash flow that is taxed at a lower rate than other income sources. The Fox Pierce Segal Group* is one of the few advisory groups in Canada qualified and experienced enough to perform this complex and advantageous investment strategy.
   
• Insurance^† strategies. The group implements innovative insurance applications to help you minimize tax, maximize your after-tax retirement income and transition your money to the next generation as cost-effectively as possible.
   

^† Insurance products and services are provided by Blackmont Insurance Services Ltd.

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.