This is a key area on which we focus in order to preserve your portfolio. We discuss how methods of minimizing and deferring tax, and splitting income would benefit your situation.  We also minimize tax through coordinating our efforts with those of our clients' tax accountants. Helping investors to ask the right questions of their accountants, and helping the accountants to understand their clients' investment perspectives results in better returns today and lower taxes in the future.

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.