Corporate Advisor and Financial Tax Strategist Victoria, BC
As Professional Corporate Advisors, we help Lawyers and CPAs help Business Owners structure assets to provide tax free income and tax free Estate transfers. We do all of this with a proactive, holistic information sharing, educational approach. Contact Ross Macfarlane Financial Services if you are:
- In Need of Tax Saving Strategies
- Tired of paying half to the CRA, when others who earn more that are not.
- Busy and want industry leading strategies and solutions.
- Aware Canada's largest legal and accounting firms are recommending alternative investment planning.
- Desiring a more tax efficient solution to investment income.
- Wanting to quickly consider the advantages of tax-exempt life insurance contracts.
- Looking at restructuring for estate planning purposes.
Financial Services
Insurance
Our insurance solutions provide businesses with customized coverage plans that safeguard their assets.
Investments
We work with businesses to develop tailored investment portfolio strategies that align with their objectives.
Group Benefits
With our expertise in group benefits, we assist businesses in designing plans that attract and retain employees.
Succession Planning
Our succession planning services help businesses navigate the complexities of transferring ownership.
Tax Saving Strategies
With a team of advisors we produce enhanced tax saving solutions and all with the service our clients expect. We will come alongside you and help design tax sheltered corporate accounts and educate you on the tax strategies and design solutions around the business' and family's needs.
