Tax Planning & Preparation in Ontario
Keep More of Your Money When You Build a Tax-Efficient Investment Strategy.
Effective Tax Planning
Did you know that Canadians are among the most heavily taxed citizens in the world? It’s our right to ensure that we take advantage of any tax-saving opportunities to maximize our assets.
Whether it’s taking advantage of RRSPs, RESPs, RRIFs, TFSAs or RDSPs, our team will create a plan to make sure you are getting all you deserve.
Effective financial planning includes strategies for investment taxes as well as philanthropy tax strategies and any others that apply. Find out how we can help you stay on track with a personalized tax plan.
Tax Preparation
You may need extra help with tax preparation in general or if you’re managing new money. Your taxes will change if you’re dealing with inheritance, stock, property or lottery winnings. Perhaps you’re selling off large assets and need to plan for the capital gains tax.
Our team offers tax consultation as a no-charge service to our investment clients to help find the tax deductions available to you to optimize your tax returns.
Our Process
Request a virtual or in-person meeting with one of our tax specialists to get started.
We take a close look at your employment and investment income and find out ways to reduce your tax burden.
Together, with your accountant, we make sure you are smartly invested and have an understanding of your tax liabilities.
See immediate results and enjoy being in full control over your taxes with no surprises.
Why Choose MacLean Investment Group?
Recognized as one of the best wealth management firms in Canada, we help you make the most of your money. We’re committed to providing unbeatable customer service to help you reach your financial goals.
Minimize Your Taxes
Our experienced financial advisors in London, Ontario can help take the confusion and stress out of tax planning and preparation. Get in touch to start today.
Get Started Today