At Anderssen Wealth Management, tax planning is woven into every decision we make together, from investment selection to retirement withdrawals to estate strategies. While markets can be unpredictable, smart tax planning is designed to create consistent, tangible value over time.
Are You Getting Tax Preparation or Tax Planning?
For many, tax planning stops at filing a return. True planning looks deeper. It is about understanding your full financial picture and using that insight to make smarter, more efficient decisions year after year.
Each year, we review our clients’ tax returns to ensure they remain on track and are not missing opportunities. Because we oversee every area of your wealth, we are uniquely positioned to coordinate across investments, retirement income, and estate planning to uncover strategies that create meaningful tax savings.
Why it Matters
When most people think about Wealth Management, they focus on investments and market performance. While returns are important, we believe what truly matters is how much you keep after taxes. That is where tax planning becomes a key part of the value we provide.
Most people receive tax preparation. We stay current on tax law changes to help ensure your plan adapts to new opportunities and regulations, and take it further by helping clients make smarter choices today that help to reduce tax burden and preserve more wealth for the future.
We focus on helping clients:
- Reduce taxes at filing time or through installments
- Determine which accounts to draw income from
- Manage OAS and GIS claw backs
- Optimize RRSP contributions and charitable donations
- Integrate corporate tax strategies when applicable
- Manage taxes across both the short and long term
- Review RIF withholding to ensure tax efficiency
Our Dedicated Tax Specialist
With Bob Oakley, CPA, on our team, clients gain direct access to specialized tax knowledge that helps ensure strategies are both comprehensive and coordinated.
The benefits of proactive tax planning include:
- Potential higher after-tax returns: Portfolios positioned to work as efficiently as possible
- Smarter retirement income: Planning where your income comes from matters
- Intergenerational wealth transfer: Minimize tax on assets you pass down
- Flexibility and control: Manage the timing of income, gains, and deductions
Our Tax Planning Approach
- In-depth tax analysis as part of your initial wealth plan
- Annual review of your tax returns to keep your plan up to date
- Provide clear annual tax reports for your investment holdings to make filing easier and more transparent.
- Seasonal reviews to identify tax-saving opportunities
- Ongoing proactive planning to uncover new ways to improve your tax situation
