Personal Tax Wealth Planning

We can help with your accounting needs.
How Can We Help You?

  • This field is for validation purposes and should be left unchanged.

Personal Tax Wealth Planning

Your hard work and dedication has enabled you to accumulate substantial personal wealth. Therefore, you are rightfully concerned with how to protect your financial stability while continuing to grow your personal and corporate investments.

Hogg, Shain & Scheck’s Toronto accountants are well versed in a variety of tax strategies that will effectively reduce the amount of money you are paying out. We understand the importance of strategically integrating your tax strategies with your overall wealth management plan. Our experience has endowed us with fine-tuned foresight that creates effective and sustainable growth plans for our clients portfolios. Our proactive accounting and tax strategies minimize risk and maximize the financial benefits that will eventually enhance your investments.

Effective personal tax wealth planning is important for a number of reasons. First and foremost, it ensures that you are rewarded for years of determination to succeed by eliminating the risks and costs associated with accumulating wealth. Knowledge is power: Understanding what your wealth portfolio will look like down the road will enhance your peace of mind and give you the power to make strategic purchasing decisions. We will work with you, as well as any other financial professionals that may be supporting your business’ sustainability and growth.

As an entrepreneur, you have depended upon yourself to fuel the success of your business. However, when it comes to wealth planning, you need experienced accounting professionals to create your best-case financial scenario. We understand how to manage every unique wealth portfolio. Our accountants will protect your assets and ensure that you are taking advantage of tax-saving opportunities every step of the way. Our quality service mandate ensures that we will keep in touch with you throughout the year. Our collaborative financial planning processes prioritize your goals and make certain that we are properly preparing your portfolio for long-term stability.

Establishing a sound financial forecast will not only empower you to make strategic investment decisions, but it will also enhance your ability to actually enjoy your accumulated wealth. You deserve to feel comfortable obtaining the things that you want, while maintaining the stability that your family needs. Strategic wealth planning allows our clients to turn their lifestyle dreams into realities. From retirement needs to providing for your loved ones, Hogg, Shain & Scheck’s accounting firm in Toronto will balance your needs to create your better financial tomorrow. Take action to protect your much-deserved success. Contact our knowledgeable wealth planners today.

What our clients are saying

The latest from our Blog, News, and Events

  • HSS Team Social Before Tax Season

    March 15, 2018 by

    On February 6th, Hogg, Shain & Scheck particpated in a staff Bowling Night. The event took place at World Bowl in Richmond Hill. The staff was able to strike up great conversations, let loose and interact outside of the office before the busy tax season. There was also some fun competition, with David Clarke and
    Read More

  • HSS team attends House Guests by CORPUS

    March 1, 2018 by

    Last fall, the Hogg, Shain & Scheck team attended a play by CORPUS, one of the firms NPO clients. House Guests is an adventurous creation, hosted in the artistic director’s own home. The interactive performance took the team through David Danzon’s home, only to reveal ghosts, childhood games, fairy tales, dreams and much more mysterious
    Read More

  • CPA Canada Federal Budget Commentary

    February 28, 2018 by

    The Federal Government’s 2018 Budget touts Canada’s strong economic growth over the past two years, including real GDP growth of 3.2 per cent since the second quarter of 2016, an unemployment rate of 5.9 per cent, and significant improvements in average weekly earnings, consumer confidence, and household consumption. The Finance Minister expects similar growth in
    Read More