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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