Tax Planning

Understanding the tax implications of any financial decision, from personal income tax and capital gains to earnings from a privately-owned business can be complicated. That’s where The McClelland Financial Group of Assante Capital Management Ltd. can help you.

Our advisors have expertise in interpreting tax laws and liabilities, and how to manage your income, assets in order to minimize your short and long-term tax obligations. Not having a sound tax-planning strategy in place is one of the most common ways that Canadians lose out on opportunities to protect their accumulated wealth and financial value.

Speak to one of our advisors, we can help you manage your tax strategy so that this becomes the part of your financial savings story that you’ll want to read—over and over again.

The Next Step