Adhering to Canada’s dynamic tax regulations, our financial advisors provide solutions to help minimize your tax liabilities.
Navigate Canada’s ever-evolving tax regulations with confidence through our specialized Tax Planning services. Whether you’re an individual, business owner, or investor, our team is committed to maximizing your tax efficiency while ensuring compliance with Canadian tax laws. From personal income or corporate tax planning and capital gains tax strategies, we offer advice and personalized solutions tailored to your financial situation, helping you minimize tax liabilities and optimize savings.
Set financial goals and build wealth. These steps ensures we are asking the right questions, and your answers will guide us through the financial planning process.
Tax planning involves structuring your finances to minimize tax liabilities while staying compliant with Canadian tax laws. It helps optimize savings and improve long-term financial outcomes.
Effective tax planning in Canada can minimize taxable capital gains by strategically timing asset sales, offsetting gains with losses, and optimizing exemptions.
Key tax planning strategies include contributing to RRSPs, utilizing TFSAs, minimizing capital gains, and charitable giving, all tailored to your financial goals.
Tax planning for business owners optimizes corporate income, reduces taxable profit through expenses, and leverages deductions, such as R&D credits and investments in growth.
Peter Watson
Founder
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
