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Financial Solutions - Defer Tax and Save for the Future

Defer Tax and Save for the Future

You earn to save, and save to grow. However, the recipe for securing a solid financial future isn't always this easy.

As an investor who works hard to make the most of each pay cheque, you know taxes can swallow up a significant portion of your earnings. That's why we work to help investors find ways to defer tax and grow their investments. It's a save now, pay later approach allowing you to lay the foundation for a strong financial future.

  We're committed to putting more money in your pocket - and this includes reducing what you pay in taxes. It's wealth management at its best. Count on us to take you through a number of tax - savvy strategies including:  
   
spousal income splitting to move into a lower tax bracket  
   
contributing to RRSPs and RESPs for tax-deferred growth and  
   
 
savings  
   
investing in labour-sponsored funds offering both federal and  
   
 
provincial tax breaks  
   
utilizing pension income tax credit  
   
preparing an effective estate plan to minimize tax when you die  

 

 

Mutual funds are distributed through Desjardins Financial Security Investments Inc. For insurance products, Desjardins Financial Security Investments Inc. acts as a national life insurance brokerage agency.