Siwen (Catherine) Liu, PFP

I am here to assist you in developing a plan based on sound principles and tailored to your unique priorities. Together, we will explore strategies to:

• Attain your goals through use of investments options such as mutual funds and GICs
• Optimize contributions to your RRSP and TFSA
• Maintain alignment with your investment plan
• Effectively manage bonuses, tax refunds, or other significant sums of money.

Let's work collaboratively to help secure your financial success.

By assessing your overall financial situation, including income, expenses, and current investments, I can provide strategic recommendations to help minimize the taxes for you and your family. Some of the tax-saving strategies I can assist with include:

• Optimizing tax advantages through registered plans like TFSA or RRSP
• Implementing income splitting strategies with your spouse
• Employing tax-efficient methods for passing assets to your beneficiaries. 

Let's work together to ensure a tax-efficient financial plan tailored to your unique circumstances.