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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.

Couple looking at financial planning documents with agent

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

Get Started

MacLean Investment Group
465 Waterloo Street
London, ON N6B 2P4

Let's Get Started

Would you like a virtual or in-person meeting with one of our trusted advisors? You can request an appointment below or give us a call for immediate assistance.