Tax Strategy

Insurance providers have tax strategy and planning groups that provide comprehensive tax advice on a wide range of domestic and financial matters. At Burgoyne Insurance, we engage these Tax and Estate Planning departments where their expertise is needed, including business valuation, corporate succession, buy/sell agreements, charitable donation planning, and efficient retirement income streams.

In conjunction with insurers' Tax and Estate Planning Groups, Burgoyne Insurance has assisted clients in structuring taxable and tax-free investment, retirement, and succession planning strategies. The goal is to maximize legitimate available tax benefits while maintaining compliance with the Canadian Revenue Agency's rules.