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Tax planning quick facts and common strategies

January 10, 2024
By Aaron Hector, B.Comm., CFP, R.F.P., TEP

Our clients don’t need to know all the intricacies of a comprehensive, optimized tax strategy – that’s what we’re there for... amongst other things! However, having a high-level understanding of common tax planning strategies can help you and your loved ones have more informed conversations. In this article, we share high level information on RRSPs, TFSAs, FHSAs, tax deductions, and tax credits. 

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