Have you heard of the term “income splitting”? It’s a great way to reduce tax, but make sure you’re doing it right! Questions? Contact me for more info. The attribution rules in our tax law are designed to prevent you from simply transferring certain types of income from one family member to another who has a lower tax rate
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I bring a unique approach to financial planning to help my clients define and achieve their specific goals. I strive to ask the tough questions and ensure that each financial plan I provide is tailored to the individual. A proper plan should be able to withstand the uncontrollable events that life will throw at it and maintain its course. Providing a human approach is the way I work with each client. My emphasis on relationships and ongoing support ensures that plans are adjusted to changing needs and a constantly evolving financial industry.