Stage 3
Tax Strategy

Robert Tick

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Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
The Financial Formula for Franchisees > Stage 3: Tax Strategy

Business owners often believe they have a complicated tax profile, but it’s also true that you have opportunities hidden in all this complexity.

As a business owners, you have the unique ability to save tax through special rates, sheltering options and income splitting strategies, as well as strategies for streamlining succession transfers and capital withdrawals. We consult with your accountants to develop your tax management plan, striving to make all recommendations as tax-efficient as possible.

The tax strategy stage often involves:

  • Consultation with your accountant and tax specialists
  • Align your cash flow strategy to balance tax savings with income needs
  • Working with your business consultants to plan for tax-efficient transfers and business successions
  • Strategies to extract capital from your business or corporation

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It's our belief that the wealthy approach investing in a fundamentally different way than most, and it’s this approach that we’ve designed our investment process to emulate.
Robert Tick, PFP®, CIM®, FCSI®
Investment Advisor