Explore tax planning strategies

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At Investco Financial, we can recommend potential tax strategies that may suit your situation. These include:

• Different forms of income splitting, such as a family trust or spousal loan at the Canada Revenue Agency (CRA) prescribed interest rate

• Tax-efficient investment vehicles

• Investing in registered accounts, such as Registered Retirement Savings Plans (RRSPs), Tax-Free Savings Accounts (TFSAs) or Registered Education Savings Plans (RESPs)

• Different forms of charitable giving

• Distribution of assets between your accounts

• Approaches for transferring wealth to beneficiaries

• Potential structures, such as holding companies and insurance