Many people don’t get the right advice to make tax-wise decisions. Getting a large tax refund can be considered inefficient tax planning. Every month, you pay more tax than you need to, and that money sits in the CRA’s coffers, making the government interest, instead of contributing towards your financial plan. Get these actionable insights:
We’re happy to share some tax-wise resources to help get you started:
Get insights to help with protecting your assets and the value of your business, running your business profitably and maximizing your wealth potential. Topics covered including income splitting, succession planning and estate freezes.
Learn why getting a tax refund can actually work against your financial goals. Topics covered include the benefits of not getting a refund, opportunities to reduce tax on each paycheque and what to do instead.
Calculate your estimated taxes and understand how average and marginal tax rates change as your income changes.
Don’t settle for an advisor who just recommends an investment portfolio. With tax-wise planning and exclusive investment solutions, here’s why having a comprehensive retirement plan with IG can help you make the most of life’s possibilities.
It all starts with a short, five-minute conversation with an IG Advisor to understand your goals.
We can help you explore:
✓ Opportunities to reduce impact of tax
✓ Ways to optimize your retirement income
✓ New investment strategies
Let’s get started.
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clients across Canada.
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.
Written and published by IG Wealth Management as a general source of information only. Not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice.