Wealth Strategies

Reaching your financial goals involves more than simply setting money aside for the future. Everyone should have a wealth plan. Richardson Wealth has created the Tax & Estate Planning Team comprised of accountants, lawyers, financial planners and insurance specialists who will work with you and me, to assess your situation and provide solutions.

 

Contact me for more information on the many wealth strategies as well as tax loss selling, RRSP and TFSA contributions, CPP and more.

 

Cecilia Cristobal, CIM®, FCSI®, CIWM •  Associate, Wealth Planning

 

 

READ MORE about Wealth Strategies including:

Estate Planning – protecting what’s valuable, power of attorney, planning for incapacity

Insurance – financial security for loved ones, maximizing estate value, planning charitable bequests

Business Owners – succession planning, shareholder remuneration, TFSA’s vs corporations

Tax Saving Strategies – charitable giving plans, income splitting, tax loss selling

 

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

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