Tax Planning

In Canada, one of the main options to earn tax free income is through capital gains of your principal residence. In other countries, like the U.S. for example, these gains are taxed.

We will help roll out strategies to allow you to maximize tax free gains through your principal residence.

Tax Efficient Accounts

RRSP

Lower taxes now by putting money aside for after you retire.

Open Your Tax Efficient Account

TFSA

Don’t pay any tax on gains from investments made through this account.

Open Your Tax Efficient Account

RESP

Lower taxes now by saving money for a child’s education

Open Your Tax Efficient Account

RRIF

For those 71 and older who would like to convert their RRSP account to provide steady income in retirement

Open Your Tax Efficient Account

LIRA

Move over a pension from a former employer but you are not yet retired

Open Your Tax Efficient Account

Joint

Set up accounts with multiple owners, such as married couples and business partners

Open Your Tax Efficient Account

Corporate

For business owners that want to take advantage of lower corporate income tax rates

Open Your Tax Efficient Account

Unlimited Real Estate Financial Plans TM

Free. Forever.

Step towards financial freedom

First-time home buyer

You need to start off on the right foot to have a solid foundation. Learn and budget up front to avoid any future regrets.

Move Up Buyer

More space for the growing family? Access to better schools? Closer to work? Our realty recommender will assist in identifying your dream properties.

Downsizers

Moving to a smaller home can be the hardest transition towards retirement. Enjoy today or save for tomorrow? Our software will identify the balance you need.

Investors

You enjoy your sleep knowing your funds are backed by real estate. Individual investments can create tax and management headaches. Our exclusive investment opportunities help you achieve financial freedom with no strings attached.