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Key taxation considerations

Professional alliance

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Taxation can play a key role in the erosion of your wealth. We're here to make sure that doesn't happen.

You've worked hard to accumulate wealth, and you and your family should be the ones who enjoy the rewards of your efforts.

There are key strategies that can be employed to ensure that during your lifetime you don't pay any more tax than necessary by law. We also want to ensure that eventually, when the time comes, the bulk of your estate will remain for your beneficiaries, and not be eroded by unnecessary taxation.

We look at the entire picture.

When we initially meet with you, we review your situation from a complete financial viewpoint, taking into consideration your goals and timeline, and your investments, and your estate plan. All of these components are dynamic pieces of the whole, and are intricately entwined. In order to maximize tax efficiencies, all must be considered carefully.

To ensure your family's utmost tax efficiency, here are a few of the many areas we look at:

• tax planning as a family unit
• how to invest tax-smart
• tax strategies for employees and self-employed
• tax loss selling
• severance packages and taxation
• strategies for retirement
• dispositions of properties / real estate
• estate tax planning strategies

We co-ordinate peripheral experts for you

Sometimes, during the discovery process with our clients, we determine that the complementary advice and service of other professionals is beneficial.

In response to this need, we have developed a close professional relationship over many years with the Chartered Accountants at a local accounting firm called Heming, Wyborn & Grewal. We have found that their expertise in personal and corporate income tax, and estate and tax planning enhances the service we bring to our clients.  Established in the Fraser Valley for over 35 years, this team of highly certified accounting professionals enables our clients to pay minimal tax while staying well within acceptable guidelines of the Canada Revenue Agency.

We are proud to partner with this firm, to ensure our clients� best interests continue to be well cared for in all areas.

Do you have questions regarding your tax situation? Email your questions and get the answers you need, or call Jennifer Moulder at 604-575-6911.

CONTACT US For more information on how you can benefit from the experience of the LaLiberté Investment Team professionals, contact Jen Moulder, Licensed Sales Assistant at 604-575-6911 (toll free 1-866-575-6911) or by email at [email protected]. If you wish to contact a specific team member directly, please see roles and contact information above.