For high income earners and high-net-worth families, taxes can pose a significant impediment to preserving and growing wealth, particularly in cases where income or wealth is concentrated in the hands of one individual or held within an entity. Fortunately, thoughtful tax planning can help you, your business and/or your family keep more of what you have worked so hard to accumulate. In this article, we highlight 3 tax saving strategies that can be used without sacrificing the ability to build wealth.

While Canadians file and pay taxes as individuals, opportunities exist to reduce your overall household tax bill. You can help reduce your family’s taxes in Canada using these 3 income-splitting strategies.

Trusts can be useful tools for implementing tax strategies and can provide valuable estate planning benefits. This article discusses what a Canadian trust is and how to choose the right trustee. As always, and due to different legal structures in Quebec, it is recommended that you consult with legal counsel for advice concerning in-depth tax and legal matters.

While some may consider a large financial surplus as the solution to most problems, the complexity that accompanies significant wealth can present new challenges in its own right. Fortunately, with thoughtful planning and collaboration with the right professionals, these challenges can be overcome. In this article, we explore some of the key areas of concern high-net-worth individuals and families face.

Building wealth is the process of generating and maintaining long-term income from your assets. It also entails protecting your wealth. We’ve all heard of the basic formula—earn more money than you spend, save, and invest wisely—but if you are responsible for the household investable assets of a high-net-worth family, what else can you do to protect and build family wealth? Here are some tips.