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Tax & Financial Group
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Strategy · Mississauga & Across Canada

Tax planning that keeps more in your pocket.

Proactive strategies that reduce what you owe — year after year.

Strategy

Tax Planning Services in Mississauga

By the time your tax return is filed, most of the decisions that determined your tax bill have already been made. Tax planning moves those decisions earlier — before the year ends, before the business is sold, before retirement income starts — when there is still room to legally reduce what you owe.

ANG Tax & Financial Group builds tax plans for business owners, incorporated professionals, investors and families in Mississauga and across Canada. We look at your personal and corporate picture together and give you a clear, written plan you can act on.

Who it's for:Business owners, high-income individuals, investors, professionals, and pre-retirees

What's included

  • Personalized annual tax strategy sessions
  • Income-splitting with spouse and family members
  • Owner-manager compensation planning
  • Corporate structure optimization (holdco / opco)
  • Estate freeze and succession planning
  • Investment and portfolio tax efficiency
  • Pre-immigration and emigration tax planning
  • Retirement income strategy (CPP, OAS, RRSP/RRIF timing)
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How we help

Business owners

Salary and dividend mix, holding company structures, lifetime capital gains exemption planning and preparing your company for an eventual sale.

Families & individuals

Making the most of RRSPs, TFSAs, FHSAs and RESPs, pension income splitting, and legitimate ways to share income within the family.

Retirement & estate

Timing CPP, OAS and RRIF withdrawals to limit clawbacks, estate freezes, and plans that reduce the tax bill your estate will face.

Tax Planning FAQs

When is the best time to start tax planning?

Before December 31 for most personal strategies, and before your corporation's fiscal year-end for business planning. Major life or business events — incorporation, buying property, selling a business, moving to or from Canada — are also the moment to plan, ideally before they happen.

Is tax planning only worthwhile for high-income earners?

No. Families, first-time home buyers, retirees and small business owners all benefit. Choosing between an RRSP and a TFSA, claiming the right credits or timing a withdrawal can make a meaningful difference at any income level.

Should I incorporate my business?

Incorporation can lower the tax on profits you leave in the business and open planning options, but it adds cost and complexity. It usually makes sense once your business earns more than you need to live on. We run the numbers for your situation before you decide.

More questions? See our tax & accounting FAQs or ask us directly.

Related services

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Ready to get started?

Book a free consultation about Tax Planning.

Visit us at 4 Robert Speck Parkway, Suite 1220, Mississauga — or work with us online from anywhere in Canada.

Book a Free Consultation437-986-2509