Taxes are everywhere—on your income, investments, retirement withdrawals, and estate. If not managed carefully, they can quietly drain your wealth. At Green Group Private Wealth Management, we believe tax planning isn’t a once-a-year task—it’s a year-round discipline. One that helps you stay ahead, protect what you’ve built, and direct your wealth with clarity and purpose. Whether you’re a business owner managing a complex structure or a high-net-worth individual looking to reduce your tax burden, we create tax strategies that are proactive, precise, and deeply integrated with your full financial plan.
Smarter Strategies to Minimize Tax
Missed credits. Uncoordinated withdrawals. Forgotten deductions. These are the cracks where wealth quietly disappears. Our tax planning process closes those gaps and builds strategies that put more dollars back in your control. From optimizing RRSP withdrawals and reducing withholding tax to identifying charitable giving opportunities and leveraging family income splitting, we review every option. Tax efficiency isn’t an add-on—it’s embedded into every decision we make.
Tax Planning for Business Owners
Business owners face a unique tax landscape, and we know how to navigate it. Whether you operate a sole proprietorship, run a corporation, or manage a group of companies, our tax planning for business owners is designed to reduce unnecessary liabilities while preserving flexibility. We offer guidance on:
- Corporate tax planning
- Dividend vs. salary strategies
- Holding company structures
- Tax-efficient shareholder withdrawals
- Business succession planning
- Retirement strategies using retained earnings or corporate-owned insurance
As your business evolves, so will your plan. We coordinate with your accountant and legal team to ensure every detail is aligned and nothing is left to chance.
Tax Strategies for High-Net-Worth Individuals
If your assets exceed $1M in investable wealth, your tax situation likely involves more than just filing returns. You may be managing real estate income or a significant investment portfolio. Our team specializes in building tax strategies for high-net-worth individuals that not only reduce tax but also protect your estate, improve cash flow, and align with your legacy goals. We help you take advantage of:
- Capital gains planning
- Tax-loss harvesting
- Spousal loans and family trusts
- Philanthropic strategies and donor-advised funds
- Pension income splitting and CPP optimization
- Corporate-owned life insurance as a tax-sheltered tool
We understand the stakes. Every dollar saved is one that can be reinvested into your future, your family, or the causes you care about.
Corporate Tax Planning That Works With You
Too often, corporate tax planning happens in isolation. At Green Group, we take a different approach—bringing your business and personal financial strategies together. Whether you’re reinvesting in your business, preparing for an eventual sale, or building out a retirement plan using corporate assets, we ensure that your corporate tax planning moves in sync with your larger goals.
We also help identify opportunities across your entire structure—reviewing retained earnings strategies, optimizing passive investment income, and planning tax-smart exits that avoid unnecessary erosion of your hard-earned wealth.
Stay Ahead of Constant Change
Tax laws don’t stand still. New credits are introduced. Rules shift. Limits change. That’s why our tax planning is never static. We monitor changes closely and adjust your plan accordingly, so you’re never caught off guard.
From changing capital gains rules to updates in trust legislation, we help you stay ahead—not react after the fact. That’s the kind of forward-thinking support you should expect from a high-net-worth tax planning specialist.
Built Around Your Life
Effective tax planning starts with understanding who you are and what you value. At Green Group, we take the time to learn about your life, your family, and your goals.
Got a new consulting income stream? We’ll structure it. Received a large inheritance? We’ll map out the most tax-efficient use. Thinking about retiring early or gifting to the next generation? We’ll help you do it in a way that preserves your wealth and reduces the tax impact.
It’s not about finding one magic tactic. It’s about layering multiple smart decisions that work together over time to help you keep more of what you’ve built.
A Trusted Partner in Tax Reduction
Tax planning is more than forms and deadlines—it’s your financial future. At Green Group Private Wealth Management, we approach it with the same rigour, structure, and attention to detail that defines every part of our client experience. That’s why individuals and families in Newmarket and across Ontario trust us with their most sensitive financial decisions.
We don’t promise shortcuts. We promise strategy. The kind that holds up under pressure, adapts as life changes, and delivers results you can feel—year after year.
Book your meeting with Green Group today and discover how a clear, proactive tax plan can protect your wealth, simplify your life, and give you the confidence to move forward.