Are you handing thousands to the CRA without realizing it?
Most retirees unknowingly leave tens of thousands of dollars on the table in retirement due to poor tax planning.
Fill out the questionnaire to see if you are at risk.
Next Steps
Fill In Your Information
Tell us a little bit about yourself and your retirement savings
Receive Your Video
Receive a personalized video explaining whether or not you have a tax issue.
Book A Call - Optional
If you’re at risk or would like to discuss further, book a call and we can find you solutions
Most retirees unknowingly lose tens of thousands to poor tax planning
Unoptimized Withdrawals
You’ve worked hard and saved for retirement—but is your withdrawal plan tax-smart?
Triggering Losses
You might be unknowingly handing over thousands in higher taxes, OAS clawbacks, or reduced estate value.
Inefficient Investments
Your RRSP, TFSA, and investment accounts might not be working together efficiently
Find Adjustments
You’ll find out if your retirement income plan needs an adjustment.
Personalized Video
You’ll receive a personalized video explaining your tax risk.
Discuss Opportunity
If there’s an issue, you can book a call to explore solutions.
What You'll Find Out
Your RRSP withdrawals could be unknowingly pushing you into a higher tax bracket, increasing your overall tax bill. Your pension, OAS, and investments may not be structured efficiently, leading to unnecessary losses. And if you’re not careful, you could face an OAS clawback or leave behind a larger tax burden for your heirs. Take the quiz now to find out in just 60 seconds!
Who This Is For
- Retired or approaching retirement
- Savings in RRSPs, TFSAs, and/or taxable accounts
- Concerned about minimizing taxes
- Don't want to leave money on the table
