A Track Record of Credibility
Decades of experience have allowed our team to provide significant annual tax saving solutions to clients through the investment in consistently performing assets paired with utilizing various beneficial policies at the core of Canadian tax law.
The credibility and integrity of our financial solutions are evident in the substantial annual tax savings received consistently for decades by our clients across Canada.
The Viability of the SMART Savings Plan™
The SMART Savings Plan™ is a financially viable tax saving solution with annual tax deductions approved by the Tax Court of Canada in 2017 and expressly agreed to by the Canada Revenue Agency in 2019.
A legal opinion by Gowling WLG in 2021 has further solidified the integrity of the SMART Savings Plan™.
The 2017 Tax Court of Canada approval, the 2019 Canada Revenue Agency agreement and the legal opinion from Gowling WLG on the viability of the SMART Savings Plan™ are available upon request.