After working hard all your life, you tend to accumulate assets in the process. It is prudent to have a plan to take care of these assets when you pass away. This can be the largest tax bill during your lifetime! You can give a majority of the assets to the government in tax or you can plan now for how to reduce your largest tax bill. This tax bill can be in the 50% range of asset values and gains on the assets.

Grow your investments with GTA Wealth

Investment planning is a tool used to help your reach your retirement goals. Investment planning is a component of your entire financial plan. Your financial plan is comprised of managing your debt, investment planning, income taxes, estate, insurance, income and retirement planning.