Taxing Canadian Twosomes

Planning for future taxation is something like herding cats, for as soon as we line up the deal the political wind shifts and the rules change. That is precisely why that at Success ‘N Planning we align ourselves with tax professionals who are constantly in touch with these changes as they occur. We also realize that some tax issues have grandfathering provisions so that plans put in place under one set of rules are not affected by future rule changes. That is why at Success ‘N Planning we believe in continuing education and maintaining our Certified Financial Planner designations where applicable so that we can be proactive in the planning we do for our clients.