Fiscal Policy
Understand Complex Fiscal Policy and Little-Known Taxation Laws.
Fiscalité
Properly Applied Fiscal Policy Can Reduce Your Tax Burden
In the field of fiscal policy, while taxation is necessary to manage public spending and ensure social justice, no one should pay more than they have to.
Our financial planning firm can help you navigate complex tax laws that are often misunderstood by the general public. The right use of these laws can reduce your personal or family tax burden.
Taxation as an Entrepreneur
Whether you’re reorganizing, buying or selling a business, looking at your company’s tax structure, passing on your assets to your children, or planning a complex estate, we can act as a general practitioner, pointing out areas that need to be discussed with a tax specialist.
When it comes to fiscal policy, Planico puts its expertise to work for your company.
Shareholder Income Requirements
You can’t plan the income you need without financial planning. Financial planning takes many aspects into account. Shareholder remuneration, whether in the form of salary or dividend payments, must be calculated as part of your financial planning.
Self-Employed and Incorporation
Our team is your partner of choice, guiding you towards the most advantageous tax solution for your objectives. If you intend to sell your business in the next few years, or pass on your company to your children, we’ll make sure you have access to all available tax credits.
Fiscal Policy and Retirement
The financial planner has an excellent understanding of the structure of the Canadian pension system. This system provides minimum benefits for retirees. It leaves it up to employers and, above all, to individuals to save enough to live out retirement in the comfort they desire, supported only by various tax measures to encourage retirement savings.
Contact Planico to help improve your financial situation at every stage of your working life and your transition to retirement. Make sure you build your portfolio according to a strategy that optimizes your tax situation!
Setting Objectives
We’ll discuss your plans and objectives with you.
Choosing the Game Plan
We analyze the possibilities for optimizing your portfolio.
Portfolio Optimization
We analyze the possibilities for optimizing your portfolio.
Our Areas of Expertise
Discover PLANICO’s Financial Services
Personal or corporate financial planning? Insurance needs? Whatever your objectives, a global vision will enable us to build a strategy tailored to your needs. We serve customers in the Montreal, Laval, North Shore and South Shore regions.
Who Are We?
Achieving results towards your PERSONAL financial goals
We guide entrepreneurs and professionals who don’t have the time or expertise to carefully and strategically manage their personal and corporate finances. Unless you work in conjunction with a financial planner, it’ll be difficult for you to serenely get through all the complexities related to your finances (legal, estate, tax, financial, retirement and protection issues). Don’t worry, you’re not alone.
Call on professionals who can analyze your situation from a different angle and advise you accordingly.
Let’s Schedule a Meeting
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