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.