Case study
Nearing retirement – Reduce taxes, improve investments, prepare for children’s education, and create a reliable income stream in retirement.
How we helped:
- Saved them time in their busy lives to make informed decisions on their financial lives.
- Improved asset allocation to better align with their goals, including the use of spousal RRSPs to account for differing salaries and benefits.
- Created a reliable and coordinated income stream from investments.
- Implemented a tax-efficient investment strategy that incorporated Christina’s complex benefit structure and U.S. based stock options to minimize taxes and improve returns for reinvestment that accelerates growth.
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