Tax Planning

Taxation in Canada and around the world is a complex and constantly changing system. Our Tax Specialists utilize their in-depth technical knowledge and practical experience to support the specific financial goals of each individual, client, and business through strategic tax planning and structuring advice. We keep you informed about the latest tax rules and review changes to determine the implications and recommend potential adjustments required to meet your individual needs. We provide practical tax advice that adds value today, considers your long-term future and maximizes your returns. Our Tax Team optimizes the financial well-being of our clients by providing timely, practical solutions and strategic business advice.

Understanding our client’s financial objectives and specific tax situation provides the foundation for any tax strategy we create. We feel tax services should go well beyond compliance. Tax implications should not be afterthoughts but instead should be an integral part of decision-making and be dealt with at the earliest stage of any financial planning. Thriving businesses, investors and personal taxpayers are best served by implementing tax strategies that fully support each individual owner’s unique business and personal objectives. Our goal is to minimize your tax liability and provide a practical tax structure that makes sense to you.

Whether your goal is to minimize tax obligations today, adequately plan for the future, or create an effective tax transition from one generation to the next; we provide practical tax structures that add value today and ensure your long term objectives have been taken into consideration.

Our Tax Team utilize the following fundamentals to maximize each client’s unique financial position:

Address Personal Tax Situations

  • Individual income tax planning
  • Financial and retirement planning
  • Family tax planning including consideration to income splitting opportunities
  • CRA audit support
  • Foreign income and asset reporting in Canada and internationally

Evaluate Corporate Tax Situations

  • Individual income tax planning
  • Financial and retirement planning
  • Family tax planning including consideration to income splitting opportunities
  • CRA audit support
  • Foreign income and asset reporting in Canada and internationally

Provide Trust and Estate Planning

  • Will planning
  • Structuring estate freezes
  • Implementing post-mortem plans
  • Reviewing potential use of trusts for income splitting, charitable giving, asset protection planning and intergenerational transfer of wealth

What our clients are saying

Having a partner like Virtus is a real benefit to our business because not only do they manage and organize the tax planning side, they provide support with growth planning, leadership training and succession planning."
Ryan Leech, Brxton Masonry Inc.

Get in Touch

We can help you with taxation or any other accounting or business needs you may have. Contact us and we'll be in touch soon. If you know your Virtus Advisor’s name, please select it from list to contact them directly. If you don't already have a Virtus Advisor, please select No Advisor and we will have someone contact you shortly.

    Meet Our Taxation Specialists

    <