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Tax Planning

Nobody likes to pay taxes, but you can’t avoid it! At Elite Private Wealth, we focus a great deal on tax planning for our clients. This goes from ensuring our clients investments are tax efficient, to determining the optimal retirement income strategy.

Through our sister company Elite Tax Service, giving us expertise of the Income Tax Act, we are able to do most tax planning in house for our clients, while other firms cannot provide this. This provides one less professional to consult with and a higher degree of accuracy when creating forecasts.

Elite Tax Service provides a full sweet of services, including income tax preparation.

For a full list of tax services please visit

Give us a call today at 905-707-5620 to learn how our dedicated team can build a stellar portfolio to keep you secure well into retirement.

How are We different?

maximize your income and unlock piece of mind in easy steps

Fee Based Asset Management

Benefit from increased transparency and lower investment fees by negotiating the fees you pay for advice

Portfolio Analysis

After careful analysis of your goals we build portfolio aimed at reducing risk and improving performance 

Working with a CFP®

The Certified Financial Planner® (CFP®) designation has been recognized as the standard for financial planning.