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Fiducia Wealth Management

Tax Estate Planning

For most Canadians, taxation is a pervasive element in their overall financial plan.

It affects virtually all areas of our financial lives and can be a crucial factor in achieving our financial goals.

At Fiducia, we work with clients and their other professional advisors to address tax management at the following levels:

  • Current income tax.
  • Tax on investment income.
  • Estate taxes triggered at death.

When it comes to Estate Planning, we strive to ensure that our client’s assets are transferred:

  • To whom they wish.
  • With the desired terms of access and control.
  • In the simplest manner possible.
  • While seeking to minimize the tax burden and associated costs.

Schedule a free, confidential consultation

Our team would love to answer your questions and get to know you better. Schedule your free meeting below to talk about how we can help take the first step toward a successful financial future.

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Contact us

Address:
Fiducia Wealth Management
Worldsource Financial Management Inc.
201 – 5705 Cancross Court
Mississauga, ON L5R 3E9

Phone:  (905) 361-2030

Fax:  (905) 248-3300

Email:  contact@fiduciawealth.ca

Mutual Funds and some Segregated Funds provided by Fund Companies are offered through Worldsource Financial Management Inc.,  all other products and services offered through Fiducia Wealth Management Inc.

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