Advanced Wealth Management Strategies
When most of us think financial planning, we think investments. Few investors focus on building wealth through tax minimization. By running a boutique wealth management practice we’ve been able to work closely with our client families in order to design and implement customized strategies that both build and retain wealth.
- Receive the same tax refund without contributing money to RRSPs™
- Withdraw from your RRSP/RRIF effectively tax free™ (by off-setting deduction)
- Withdraw from your corporation 100% tax free™
- Utilize trusts to help protect your wealth™
- Cut tax using advanced flow through strategies™
- Convert income into capital gains through T Series & Corporate Class
™All trademarks are owned by Daniel Popescu. Any opinion expressed herein is based solely upon Daniel Popescu's current analysis and interpretation and is subject to change. The strategies referred to herein may not be suitable for all individuals; some of which may involve claiming off-setting deductions on an individual’s income tax return, the purchase of insurance and/or investment loans. Individuals should consult with their professional advisors, including tax advisors, prior to making an investment decision.