Tax Planning

Request Consultation

Please provide your contact information

so we can get in touch with you to schedule a meeting

Tax Planning in Canada

Don't end up in the papers. Listen to this.

Tax Planning arranges your financial affairs in a tax-efficient manner that will postpone or eliminate taxes altogether.

Proper tax planning takes full advantage of applicable tax law provisions, available tax deductions and tax credits.

 Life Insurance products in Canada enjoy unique tax-friendly treatment, making it the most cost-effective way to transfer wealth to loved ones and favourite charities. 

The professionals at WEALTHinsurance.com® will leverage more than twenty-five years of proven experience to help you minimize or eliminate your tax liabilities.

We will work with your tax, accounting and legal advisors to ensure that your financial affairs are arranged tax-efficiently.

Let us help preserve your wealth

Set up a meeting