Tax Planning
Keeping your hard-earned cash in your wallet.
We’ll help make your least favourite time of the year a breeze. Our extensive knowledge and experience with the tax system means that you’ll receive the ideal strategy to keep more of your money in your wallet. By creating your personalised FiduSure Financial Compass with tax in mind at the beginning, you’ll be properly set up for this year and beyond.
*Segregated Funds provided through Carte Risk Management Inc.
**Mutual funds provided through Carte Wealth Management Inc.
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