Our Vision
Minimizing Tax
Investment Policy Statement
Team of Experts

Minimizing Tax

For most high net worth families, next to capital preservation, tax minimization is a top priority, and this is an area of ongoing focus for us. We keep up-to-date on the latest taxation issues affecting your investments. We also work with your tax specialist (or recommend one) should you have more complex circumstances. Lorne is a licensed insurance^† agent and offers insurance-based tax strategies to help minimize the income and estate taxes you pay.
  

Related Links

• Using Trusts and Estate Planning
• Tax Implications of Separation and Divorce
• Tax-Smart Investing (84 page booklet)
• Tax-Smart Estate Planning Book
• Maximizing Your After-Tax Returns

Tax Planning Year Round Activity

• Tax planning resources & smart tax tips from Grant Thornton

Personal Tax Calculators

• Morning Star
• Ernst & Young

Federal and Ontario Marginal Tax Rates

• Certified General Accountants of Ontario

 
^† Insurance products and services are available through 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.