Tax Planning and Portfolio Management may seem like two completely different things, but when they work together, they create magic. Too often, I see investment plans that ignore tax planning or tax plans that overlook investments. So, if we can get both of these components on the same page, we’ll be laughing.
Marc Sabourin is a Winnipeg-based Financial Advisor and Retirement Specialist with Harbourfront Wealth Management. His specialty is working with pre-retirees and retirees who are looking for retirement, investment, & tax advice.
Disclaimer: The views expressed are those of Marc Sabourin, Certified Financial Planner, and Investment Advisor, and not necessarily those of Harbourfront Wealth Management Inc., a member of the Canadian Investor Protection Fund
