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Wealth Management Tax Planning

Complete Accounting Solutions works closely with our clients’ financial advisors to achieve optimum RPP, RRSP, RRIF, TFSA, and Cash investment taxation. If your accountant is just doing data entry and filing your tax returns then you could be missing out on critical tax advice. Whether its interest, vs. capital gains vs. dividend income optimization, or mortgage interest deductibility, a Public Business Accountant can give you the investment tax planning advice that save taxes. This is even more crucial when you are a high net worth individual with multiple advisors handling various portfolios. Lack of investment tax planning coordination will mean missed opportunities and overpaid income taxes. Don’t let that happen to you. All it takes is one of our free 1/2hr introductory consultations to review your positions and determine their respective tax implications.