testingtesting testing - Trans Canada Wealth | Guiding Canadians through Retirement

Minimize Taxes On Your Retirement Withdrawals

Helping you maintain your lifestyle with personalized planning and investment management

Trusted by Canadians

Here’s what some of our clients have to say

I was hesitant to leave my long-time advisor, but making the change has been incredible. I now realize what comprehensive financial advice truly means. The change has put extra money in my pocket, enabling me to save on lawyers fees.

We have been clients for the past few years. We have had many meetings, and everything is always explained thoroughly. We are very impressed with the personalized professional service and advice given to us.

I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admire the most, however, was his ability to organize my team of professionals (accountants & lawyers) so we could all work together on tax savings strategies that fit my situation.

I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admired most however was his ability to organize my team of professionals (accountants & lawyer) so we could all work together on tax savings strategies that fit my personal farm operation.

We have worked with Kevin for the last 20 years and we have been very pleased with the outcome of our financial plan. They have helped us understand our goals and priorities and tailored an investment strategy for the future of our family & business. Needless to say, we are more than satisfied with their approach in keeping our investing on track. Thank-you for your excellence!

This is an amazing place! They take care of everything – investments, taxes, all aspects of retirement. My portfolio is performing much better than I ever expected! Can’t praise them enough.

We can’t say enough good things about Trans Canada Wealth. Marc has been amazing to work with; he's always there when we need him and has helped a lot. We’re incredibly pleased with both Marc and the entire wealth management team.

We have to say Matt and Marc are wonderful! The attention to detail , the friendly banter and their genuine care of us and our family is heart warming. We didn’t feel we were being heard in the past and that is the exact opposite now.

Have a Smart, Tax-Efficient Retirement

By structuring your withdrawals and investments wisely, we help minimize taxes—so you keep more of your money throughout retirement.

Your Retirement, Your Way

Together, we’ll create a tax-efficient withdrawal strategy that supports your lifestyle and long-term goals.

Maintain Your Lifestyle

Whether you’re dreaming of travel, helping your family, or simply deciding how to spend your time, every strategy is designed to support YOU.

Decisions Today for Tomorrow

Every year that passes is a missed opportunity to save taxes. Make smart decisions today to live the life you’ve worked so hard for tomorrow.

How it works

From the moment you reach out, the priority is understanding your unique situation and goals. Our five-step process ensures we build a tax-efficient plan that is flexible and works for you.

STEP 1

Understand

We begin by understanding your unique financial goals and challenges

STEP 2

Build

We’ll craft a plan that takes into account your goals, income, investments, and taxes.

STEP 3

Review

Together, we’ll review your plan and make sure it aligns with your needs and aspirations.

STEP 4

Action

Its time to put your plan into action. We handle all of the details.

STEP 5

Guide

We’re here to support you, providing ongoing guidance as your life evolves.

Common Questions

How much could I save in taxes?

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How do you get paid?

What services do you offer?

What makes your services different from my accountant's?

What are the qualififications of your team?

Your Team

You're never left waiting

We believe that working with us should leave you feeling confident, heard, and understood. We respond to every email, follow up on every call, and ensure you’re never left waiting.