Tax planning

Consider accounts and withdrawal timing alongside your tax professional.

Tax considerations touch your investments, retirement income and legacy. We help put them into the wider planning conversation, working alongside your tax professionals where needed.

Account decisions

Consider how registered and non-registered accounts may fit your circumstances. Eligibility, contribution room and tax treatment require individual review.

Income & timing

Explore how the timing of contributions, withdrawals and other financial decisions could affect your broader plan.

Professional coordination

Keep financial planning conversations connected with advice from your accountant and other qualified professionals. Specific filing and legal questions belong with the appropriate professional.

A little more clarity.

Does the calculator replace a tax return?

No. It is an illustration with a limited set of assumptions. It does not cover every credit, deduction, type of income or personal circumstance.

Can planning be coordinated with my accountant?

Your financial decisions should be considered together. Talk to Avenir about how your financial plan can complement advice from your accountant and other professionals.

A conversation can change your perspective.

Let’s talk about
what comes next.

Start with a question, a life change or a goal. We’ll discuss what matters to you and explain the next steps.