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.
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