Maximizing Wealth With Strategic Tax Planning
Taxes can have a significant impact on your financial future, but with the right strategies, you can reduce your tax burden and keep more of what you earn. At Compass Wealth, we help individuals, retirees, and business owners navigate tax-efficient strategies to grow and protect their wealth.
Tax-Efficient Investments
Smart investing isn’t just about growth—it’s also about minimizing taxes. We help structure your portfolio using tax-efficient investments, asset allocation strategies, and tax-advantaged accounts like TFSAs, RRSPs to maximize after-tax returns.
Retirement Tax Strategies
Retirement income planning should include tax efficiency. We develop withdrawal strategies for RRIFs, pensions, and other accounts to minimize taxes while ensuring a steady income. Our goal is to help you avoid unnecessary tax liabilities and extend the longevity of your savings.
Estate & Succession Tax Planning
Without proper planning, taxes can take a large portion of your estate or business transition. We implement strategies to reduce taxes, ensuring your wealth is transferred efficiently to your beneficiaries.