Sergio A. Paier | sergio.paier@gmii.ca
Office:1(438)8008514
Mobile: 1(514)5547499
555 Bd Dr.-Frederik-Philips #100, Saint-Laurent, Quebec
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Not all investment accounts are created equal from a tax perspective.
Managing the timing and character of capital gains is crucial for tax efficiency

Fiscal Planning and Taxation

Strategic Tax Planning Services in Canada | Coigne Capital

Partnering with Top Financial Experts to Optimize Tax Efficiency and Maximize Long-Term Wealth

Effective tax planning is essential for long-term wealth accumulation and preservation. At Coigne Capital, we partner with leading Canadian tax professionals and financial auditing experts to deliver comprehensive tax strategies that minimize your tax burden while maximizing wealth-building opportunities. Our integrated approach combines tax optimization with your broader financial goals, ensuring every aspect of your financial strategy works together for optimal results.

Whether you’re an executive managing complex compensation, a business owner planning succession strategies, or a high-net-worth individual with international tax considerations, our expert tax advisors provide personalized solutions that adapt to changing tax laws and evolving financial circumstances.

Complete Financial and Tax Assessment

We begin with a thorough evaluation of your entire financial picture to identify tax optimization opportunities:

  • Income analysis across all sources including employment, business, investment, and pension income
  • Asset review including registered accounts (RRSP, TFSA, RESP), investment portfolios, and real estate holdings
  • Liability assessment covering mortgages, loans, and other financial obligations
  • Current tax situation analysis including previous returns and potential audit risks
  • Future income projections and anticipated life changes affecting tax position

Proactive Tax Strategy Development

Our forward-thinking approach anticipates changes in both tax legislation and your personal circumstances:

  • Multi-year tax planning to optimize timing of income recognition and deductions
  • Legislative change monitoring to adapt strategies for new tax laws and regulations
  • Life event planning for retirement, business sales, inheritance, and family changes
  • Risk assessment identifying potential tax challenges and compliance issues
  • Opportunity identification for tax-efficient wealth transfer and estate planning

Seamless Integration with Financial Goals

We ensure your tax strategy enhances your overall financial plan:

  • Investment strategy coordination aligning tax-efficient investments with portfolio goals
  • Retirement planning integration optimizing RRSP/TFSA contributions and withdrawal strategies
  • Estate planning alignment ensuring tax efficiency in wealth transfer strategies
  • Business planning coordination for entrepreneurs and business owners
  • Insurance strategy integration leveraging tax-advantaged insurance solutions

Fiscal Planning Process

Comprehensive Financial Assessment

We start with thoroughly assessing your financial situation, including income, assets, liabilities, and expenditures. This evaluation helps us identify tax-saving opportunities and develop a tailored tax strategy aligned with your financial goals.

Proactive Tax Strategies

Our tax planning approach is forward-thinking and anticipatory. We analyze potential changes in tax laws and your financial situation, ensuring our strategies are effective today and adaptable for tomorrow. This proactive stance helps mitigate risks and capitalize on opportunities as they arise.

Integration with Financial Goals

At Coigne Capital, we integrate tax planning into your broader financial strategy. This holistic approach enhances your overall economic health, ensuring all aspects of your financial life work together to achieve your goals.

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Key Benefits

  • Proactive Tax Strategies: We implement forward-thinking approaches to tax planning that anticipate future changes in tax laws and your financial situation.
  • Integration with Financial Goals:Our tax planning services are designed to be part of a broader financial strategy, ensuring that every aspect of your financial life is considered.
  • Regular Updates and Compliance Checks: Through regular updates and compliance checks, we ensure that your financial activities comply with current tax laws and best practices.
  • Executive Insights and Expertise: Our seasoned tax advisors bring a wealth of knowledge and experience, offering sophisticated tax planning strategies that cater to the complex needs of executives and high-net-worth individuals
  • Optimization of Tax Position: We employ lawful strategies to optimize your tax position, including income splitting, identifying allowable deductions and credits, and leveraging tax-efficient investment vehicles.
  • Estate and Legacy Planning: In addition to immediate tax planning, we also focus on long-term considerations such as estate and legacy planning. Our services ensure that your wealth is preserved and transferred according to your wishes.
  • Global Tax Considerations: We provide comprehensive global tax planning services for clients with international financial interests. We understand the complexities of cross-border tax issues and offer strategies to optimize your tax position globally.
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At Coigne Capital, our fiscal planning and taxation services help you navigate tax laws and maximize financial outcomes. We provide personalized service and expert advice to ensure your tax strategy is robust, compliant, and aligned with your financial goals. Partner with us to optimize your tax position and secure a prosperous future.

Coigne Capital Inc. is registered with the Autorité des marchés financiers (AMF) under registration number 608528 and is licensed to offer insurance solutions through Qualified Financial Services. Investment products, including mutual funds and managed portfolios, are provided through Global Maxfin Investments Inc., a Member of the Canadian Investment Regulatory Organization (CIRO).

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Discover how Coigne Capital’s holistic wealth management services can meet your financial needs and goals. We craft strategies for your financial success and security. Contact us today to build a comprehensive and robust economic future

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Coigne Capital Inc. is a financial‐services firm duly registered with the Autorité des marchés financiers (AMF Firm No. 608528). All content on this website—including references to mutual funds, insurance contracts, segregated funds, GICs, and other investment vehicles—is provided solely for educational purposes and does not constitute personalized financial, tax, or legal advice. Securities products are offered through Global Maxfin Investments Inc. (CIRO) and may only be discussed by representatives duly licensed to distribute mutual funds and other securities in Québec. Insurance products are offered through Qualified Financial Services Inc. and may only be discussed by representatives licensed as insurance brokers. Before acting on any information, you should consult a qualified professional to assess its relevance and suitability considering your objectives, risk tolerance, and overall financial circumstances. Past performance is not indicative of future results. For complete disclosures, please refer to the Primary Disclosure section and all other legal and compliance notices on this website. Advisors at Coigne Capital Inc. are not financial planners unless they hold a recognized financial-planning designation. Financial-planning and estate-planning services are provided only by professionals who hold an approved financial-planning designation, in conjunction with your servicing financial advisor.

 

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