Tax and Estate Strategies

Tax strategy

Looking for tax and estate strategies from an experienced investment advisor in Montreal?

Tax and estate planning, Claudia Weisser Tax and estate planning, Claudia Weisser B.Comm., FMA, CIM®, photoIf you are interested in working with a personal financial advisor that can guide you with new tax strategies and estate strategies that will help lessen your taxes over time, welcome to my site!

If so, then consider Claudia Weisser B.Comm, FMA, CIM® and her team to help you engage in pro-active tax strategies that will help you help preserve your wealth and at the same time allow you to get the most out of life!


Tax and Wealth Management Strategies

When considering tax strategies in conjuction with wealth management strategies the process may include many steps. Steps such as identifying assets, purchasing investments, balancing your portfolio, tax relief and writing wills.

During each stage of your life, you will have different risk tolerances, expenses and goals.Tax planning image on clipboard, Claudia Weisser B.Comm., FMA, CIM® photo

Claudia Weisser B.Comm, FMA, CIM®  can help you build a flexible strategy that will provide you with a plan to achieve all of your desired goals and dreams. By understanding what you truly want she can craft a personal Strategy to help you accomplish your financial goals.

When we understand your goals our expertise can best be leveraged to help you create a strong tax strategy to protect your wealth.


Using Tax Strategies where Tax Relief is Concerned

Unfortunately, as you increase your wealth, you might move into a higher tax bracket due to capital gains.

Therefore, finding the right tax relief could be an important element of wealth management. We can consider various vehicles for minimizing or deferring taxes that are due on capital gains. 

Our tax and estate planner can discuss the tax implications on your income and investments of different approaches.

Successful tax planning includes a review of how new tax code changes might impact your wealth portfolio. Our goals is always to help you keep more of your hard-earned money for yourself with the right tax strategy!

High net worth individuals have more financial investments from which to choose. Some of these might be very complicated.

However, with our experienced financial advisers, you can gain a solid understanding of the overall tax implications to your wealth portfolio of various approaches. Then, you can choose which plan is best for you.


Family Estate Advice

A sound family estate strategy is of utmost importance as every family estate has certain valuable legal protections that properly managed, can allow you to build and retain wealth. Everyone has income and expenses, but a family estate will allow you to accumulate wealth to pass onto your next generation of family.

When you are young, you have the highest income earning potential. As your family grows, you will inevitably incur more expenses. Successful wealth building requires you to maintain a sustainable balance between savings and spending. Find the right income-producing investments that allow you to live a good life. 

Working with Claudia Weisser B.Comm, FMA, CIM® and her team will allow you to develop a solid wealth, tax and estate strategy that allow you to pay for your expenses, while building up and retaining your core wealth.

Together, we can consider registered or non-registered investments, determining which is best for high net worth individuals. Creating trusts allows you to save money for your children until they become adults. 

Regardless of the final strategy you choose to settle on, all strategies are meticulously thought through and explained whenever Claudia advises any of her clients regarding wealth, tax or estate planning.

You can rest assured, you will be well advised!


Protecting your Wealth

Claudia can review your wealth portfolio, discuss your risk tolerance and create a plan to help you to reach your goals. A flexible wealth building strategy must be able to pay for your present expenses while creating a growing nest egg for the future. 

Your loved ones depend on you to build the strongest estate. We have the expertise to determine which financial investments fit your risk tolerance and life goals.

Get the financial help you need to build, manage and protect your wealth. Remember, wealth does not build, manage or protect itself!

 If you are looking to discuss wealth, tax and estate planning strategies with an experienced Montreal based advisor, contact Claudia today!