Fiscal optimization

Maximize your tax benefits through investments.
Is this the service for you?
  • When it comes to investing, it’s not just what you do that matters. It’s also about what you need to keep. We consider tax efficiency throughout your overall wealth plan.
  • We can help you navigate the complex world of tax impacts on your investments. We will take a tax-efficient approach to your taxable and non-taxable accounts.

We can integrate strategies to help you:

  • Maximize revenues based on sources
  • Consider the tax implications of withdrawals
  • Optimize withdrawal rates
  • Consider rules under which government benefits can be clawed back
  • Identify investment opportunities in tax-advantaged categories
  • Reduce your tax invoice
  • Review and optimize cash flow

Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investment services to members of credit unions and their communities. Trademarks of Alliance Wealth Management are used under licence by Credential Financial Strategies Inc. Mutual funds, other securities and security-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

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