woman doing her taxes

Tax Efficiency

Tax Planning

Tax deductions are amounts that lower your taxable income. They give the illusion that you have earned less money during the year. When you lower your income, you can lower your marginal tax rate, which then lowers your average tax rate.

We live in one of the most heavily taxed nations in the industrialized world – which is why tax minimization strategies are so important. You can build wealth in two ways – by increasing your income or by decreasing your expenses (including taxes). But continually changing legislation can make tax planning complex. A Senior Wealth Advisor can help you reduce your tax bill through solid strategies and tax-efficient investments.

Meet with a Senior Wealth Advisor

Calculators

Tax calculator - Estimate how much you owe in taxes
based on your taxable income and your province of residence.

Calculate Income Tax Income

RRSP tax savings - Estimate the tax savings on your Registered
Retirement Savings Plan (RRSP) contribution.

Calculate RRSP

Donating shares to a charity - Compare selling shares and donating
the cash proceeds to donating the shares directly

Compare Selling & Donating Shares
Meet with a Senior Wealth Advisor

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This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.