Wealth Planning

Reaching your financial goals involves more than simply setting money aside for the future. It takes an understanding of your needs and the knowledge of what paths are available to you.

We believe that everyone should have a wealth plan. Experts define a wealth plan as a roadmap to preserve the capital that you have worked so hard to create; enhance it as much as possible without taking undue risk, and transfer your wealth efficiently to your beneficiaries. It is for this reason that 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, in assessing your situation (i.e., needs and goals), and providing solutions.

At Richardson Wealth we have the resources and solutions to assist you. Contact us for more information on tax loss selling, RRSP and TFSA contributions, CPP and more. 

 

 

 

 

 

 


 

 

 

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.


New trust reporting rules proposed for this year

If you oversee a trust and have not been required to file T3 trust income tax and information returns with the Canada Revenue Agency in the past, you should be aware of the new federal reporting rules. Read this article for key information.

View article