FINANCIAL & ESTATE PLANNING
Plan for a Strong Future—
With Confidence
Whether you’re planning for retirement, succession, or peace of mind, our tailored strategies protect your assets and prepare you for what’s ahead—personally and professionally.
Everything you need to protect your wealth and secure your future
Our comprehensive planning services help you reduce taxes, safeguard assets, and ensure a smooth transition of your legacy.
Tax Optimization
Leverage RRSPs, TFSAs, spousal RRSPs, and income-splitting strategies to minimize your tax burden.
RRSP & TFSA Strategies
Spousal RRSPs
Prescribed-Rate Loans
Retirement Planning
Plan RRSP, RRIF, and pension withdrawals efficiently while avoiding OAS clawbacks.
Withdrawal Planning
Pension Optimization
OAS Clawback Avoidance
Estate Tax Minimization
Preserve more of your legacy with gifting and insurance strategies.
Gifting Strategies
Life Insurance Planning
Estate Tax Coverage
Income Structuring
Maximize efficiency in retirement income distribution for long-term savings.
Tax-Efficient Withdrawals
Income Layering
Retirement Cash Flow
Wealth Preservation
Safeguard assets with strategies that balance growth, security, and tax efficiency.
Asset Protection
Investment Allocation
Long-Term Security
Legacy & Succession Planning
Ensure a seamless transition of wealth or business ownership.
Succession Planning
Wealth Transfer
Estate Continuity
Why Choose Us for Financial & Estate Planning?
Future Peace of Mind
Gain clarity knowing your financial future and your family’s security are protected.
Protect Your Assets
Safeguard what you’ve built with personalized, tax-efficient strategies.
Smooth Transitions
Ensure a seamless transfer of wealth or business ownership.
Tailored Expert Guidance
Receive strategies customized to your goals—never one-size-fits-all.
We Work With The Latest
Accounting & Finance Technology
Bring us your existing workflow—we’ll do the rest.
“Tauro Accounting is amazing! Walla is patient, knowledgeable, and kind. I highly recommend her for any accounting needs!”
MARIO BUFFA | CEO, CREATIVE CO.