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OUR APPROACH

 


 

An efficient wealth plan.

From growing your assets, to managing them in retirement, taxes can have a meaningful effect on your financial picture. Through our tax planning services, your wealth advisor will work closely with you and your chosen tax professional to incorporate tax planning into your overall wealth plan.

Together we can explore investment options to minimize taxable investment income and take maximum advantage of tax-deferred savings. We can also advise you on trusts and other estate planning strategies to maximize the assets your beneficiaries will inherit.

 

For those who are working, living or buying property in the U.S. we offer a team of cross border planning professionals to help lessen the barrier to your cross border financial goals.


INSIGHTS

 

 


 

 

Tax Considerations for Snowbirds

 

If you plan to spend your winters in the US, then you should be

 

thinking about more than whether or not your passport is up to date.

 

Go to the full article

 

 


 

 

More insights
INSIGHTS

 

Tax Considerations for Snowbirds

 

If you plan to spend your winters in the US, then you should be thinking about more than whether or not your passport is up to date.

 

More insights

 


CONTACT US

 


 

Connect with a wealth management services professional.