Tax and Estate Planning

Global Maxfin Investments Inc.

Creating Your Legacy

How we can get you there

Estate Planning

Leave a legacy by maximizing your estate’s value and ensure your loved ones receive everything you’ve planned for them.

Why is Estate Planning Important?

The best way to ensure your wishes are carried out after death is by having a well constructed estate plan. Your estate plan should include a will, one or more trusts and powers of attorney for your financial and health plan.

Tax Planning

We can help you explore strategies to minimize taxes and maximize your investments in tax deferred savings.

Reducing The Tax bite

Whether you contribute to RRSPs or TFSAs, we’ll show you how to reduce or eliminate taxes to help you accumulate more wealth over your lifetime.

Get in touch with us

Looking to create a retirement plan? We’ll help you figure out how much you need to save for the future, and how to balance it with your current priorities. Talk to us today!

Contact a Financial Advisor