Minimize the effects of taxation

  • Take advantage of the various income tax modes, deductions and credits available.
  • Maximize your finances and free up cash for projects you care about.

Income taxes significantly reduce your net income and ability to save, negatively affecting your wealth.

To ensure optimal financial planning, your Financial Planner will use a comprehensive approach to:

  • Estimate your annual tax burden
  • Analyze your investment portfolio and assess tax impacts
  • Identify eligible options for reducing your income tax


Financial planning services are offered by National Bank Securities Inc., a wholly-owned subsidiary of National Bank of Canada. National Bank Securities Inc. is registered as a financial services firm in Quebec.