Tax Planning

Paying taxes, although necessary, is never any fun. Through the advice of Alpha Wealth Partners, we can assess your current or previous tax results, and consult with you and your tax professional to effectively maximize your tax benefits while  hopefully lowering the amount of taxes you have to pay. Charitable contributions,  life insurance policies and investment products purchased through RRSPs or RESPs can all be useful tools in an effective tax strategy. Working together, we will look at your specific situation and develop a tax strategy just for you!

Strategies utilized by some clients include:

  • Income-splitting for spouses or common-law couples.
  • Charitable donations, which benefits important not-for-profit work and allows
    donors to maximize tax credits.
  • Life insurance products that build tax-advantaged capital for retirement.
  • Investment products that provide for tax benefits, such as those purchased through
    RRSPs or RESPs
Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice.
Please consult your tax or legal professional before taking any action.

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