Tax Planning

Working with either your own accountant or one of our tax experts, we can prepare a tax analysis that examines employment and investment income with an eye to developing strategies to reduce taxes and even restructure your income. We will look at your situation today, and project what your tax situation may look like in the future. We don’t like tax surprises, and we’re sure you don’t either. Simple strategies, like donations to your favourite charity, can reduce your taxes.

We see many retired people who, because of resistance to investing in stocks, are losing a significant amount of their income to taxes.

Many others, who are still working, don’t take advantage of all the tax reducing strategies available to them. The most common example is people who don’t use their dental care and extended health care group plan premiums as a medical expense. Many don’t remember to save their prescription and other medical receipts. Why pay the government more than you need to? It has been estimated that Canadians pay millions of dollars more in taxes each year than they have to. Getting a Tax Tune-up is less painful than taking your vehicle into the mechanic; in fact you may even get paid to do it!


Upcoming Events & Seminars

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Whipp Tips & News

Switch IPO the latest to limit investor voting rights

As many of 15 percent of U.S. IPOs in recent years have used dual share classes meant to give insiders outsized voting rights, according to the Council of Institutional Investors.

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Wells Fargo executives, board must face lawsuit over fake accounts, federal judge says

http://www.reuters.com/article/us-wells-fargo-accounts-decision/wells-fargo-executives-board-must-face-lawsuit-over-fake-accounts-federal-judge-says-idUSKBN1CA1ZY

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As Ford pushes into electric vehicles, U.S. union aims to save jobs

Ford’s presentation to investors this week under new chief executive Jim Hackett, included a slide touting a 30 percent reduction in “hours per unit” to build electric vehicles.

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The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association