Tax Planning is an ongoing process, whether your investments are personally held or held within a business or holding company. At ScotiaMcLeod, we work with our clients' accountants and lawyers, in order to provide the most tax efficient investing. Sometimes it means bringing other professionals into the picture, for another objective viewpoint.

Utilizing dividends and capital gains; the capital dividend account; minimizing interest income; tax deductible fees; just to name a few strategies when it comes to tax planning.

One common missed area is tax-deductible fee for any non-registered accounts. It is amazing how many investors are paying fees within a mutual fund investment that could otherwise be tax deductible. For most Canadian taxpayers, deducting your fee means savings of up to 46% of your overall fee every year!

Tax planning doesn't have to be another "trip to the dentist". Sit down with us today, and we can show you how easy it can be.

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