Tax Planning in Ontario
Reduce tax liabilities and improve your financial efficiency with integrated tax planning. Our proactive strategies are tailored to complement your overall financial plan.
Our Approach to Tax Planning Services for High-Net-Worth Families
The amount of your income and investment returns that you retain is often as important as how much you earn. A wealth plan without due consideration for tax implications can sometimes result in you paying more in taxes than necessary.
Our tax optimizationand mitigation strategies are designed to ensure your family optimize available deduction and tax credit for which you’re eligible. More importantly, our forecasting allows us to identify potential tax burdens in your future and create a plan to mitigate them, thereby helping your family protect a greater proportion of your wealth.
Specifically, our investment advisors will:
- Analyze the sustainability of your wealth through retirement and beyond
- Assess your net worth and cash flow needs, now and in the future
- Understand the projected value of your estate
- In the case of business owners, be aware of their corporate structures and succession goals
- Explore strategies for transferring wealth efficiently according to your wishes
- Appreciate your risk exposure and identify mitigation strategies to protect you and your family
- Identify strategies to minimize taxes
- Identify opportunities to optimize your investment strategy
What is Tax Planning?
Tax planning involves analyzing your financial situation to legally reduce tax liabilities. It’s a proactive strategy that evaluates income sources, investments, and potential deductions. For high-net-worth individuals, effective tax planning integrates complex strategies such as income shifting to balance taxable income, estate structuring to efficiently transfer wealth, and leveraging tax-advantaged investment vehicles to maximize returns while minimizing tax liabilities. At Momentum Wealth, we ensure that both your personal and business finances are structured efficiently, allowing you to retain more of your wealth.
The Benefits of Our Wealth Management Tax Planning Services
Our wealth management services offer sophisticated, personalized strategies for high-net-worth families. By focusing on areas such as estate structuring, income optimization, and long-term tax efficiency, we provide a framework that supports your financial stability and growth. Our comprehensive approach includes managing trust taxation, optimizing capital gains, and enhancing dividend strategies, ensuring every aspect of your financial portfolio is aligned for maximum tax efficiency. Momentum Wealth is committed to delivering expert guidance that helps clients achieve their financial goals with confidence and precision.
WHY Momentum Wealth?
Our Philosophy at
Momentum Wealth
At Momentum Wealth, we focus on long-term investments, crafting portfolios that align with the specific wealth objectives of each client. Our wealth management services for high-net-worth families, individuals and institutions emphasize a research-driven strategy, considering both predictable and unforeseen life events. This results in a customized, diversified portfolio built to support your current and future financial goals, including effective tax planning.
As independent advisors, we uphold a fiduciary duty to explore every investment avenue, including those typically reserved for high-net-worth families and financial institutions. Additionally, we invest our assets in portfolios similar to those we design for our clients, ensuring a personal commitment to our strategies.
Insights & Education in Tax Planning
April 7, 2025
With U.S. President Trump’s proclaimed “Liberation Day”, many Canadians may be breathing a sigh of relief with the realization that we largely avoided tariffs on much of our exports to the US. With Canada and Mexico mostly spared, the implications in North America and abroad are still filtering through markets, with expected continued volatility in trade relations and markets in the months ahead. At Momentum Wealth of Aligned Capital Partners, we often talk...
March 4, 2025
For high-net-worth individuals and families, the preservation and transfer of wealth is of paramount importance. Professional assistance with wealth management and financial planning is essential for ensuring that wealth can be kept safe and passed on to the next generation according to your wishes. Comprehensive financial planning, incorporating cash flow management, tax strategies, giving strategies and succession planning, is something that all high-net-worth families should include in their wealth preservation efforts. Here is...
What Our Clients Have To Say
Peter and Rosanna provide incredible service for all of my financial needs. They are professional, attentive and always pleasure to do business with.
I highly recommend!— Colleen Haykin
Peter and his team are great to deal with. The level of professionalism and knowledge that they share between them shows how a company is valued and they operate. From investment advice to life insurance, I would highly recommend Momentum Financial for all your financial needs.
— Chris Cambouris
