Taxes Are Your Biggest Lifetime Expense.
Let's Build a Plan
to Lower Them.

Most high-income Canadians overpay in taxes not because the rules don't allow for better outcomes, but because no one has built them a coordinated plan.

At Green Private Wealth, tax planning is not a once-a-year conversation with your accountant. It is a lifelong strategy built into every layer of your financial plan from how your income is structured today, to how your wealth transfers to the next generation.

We help professionals, business owners, and pre-retirees reduce their tax burden during their working years, minimize it in retirement, and preserve more of what they have built for the people they care about.


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Get the GPW Tax Planning Guide — At No Cost

What We Do & How We Help You

Reduce Taxes During Your Working Years

We look at how your income is structured, what accounts you are contributing to, and whether there are opportunities you are currently missing. This includes RRSP and TFSA strategy, income splitting where eligible, and corporate compensation structures for business owners.

Minimize Taxes in Retirement

Retirement creates a new set of tax decisions and the wrong sequencing can cost you significantly. We build a
tax-efficient withdrawal strategy that sequences income from your RRSP, RRIF, TFSA, and non-registered accounts to keep your tax rate as low as possible throughout retirement.

Reduce or Eliminate
OAS Clawbacks

If your retirement income pushes above the OAS threshold, you could lose a meaningful portion of government benefits. We plan proactively to reduce or avoid clawbacks entirely through smart account sequencing and income management.

Corporate Structures Tax-Efficiently

For business owners and incorporated professionals, there are often significant tax advantages inside your corporation that are not being used. We help you structure compensation, manage retained earnings, and plan for the most tax-efficient use of corporate assets.

Preserve Your Wealth for the Next Generation

Estate planning and intergenerational wealth transfer come with significant tax implications. We help you structure your estate to minimize taxes on death, reduce probate, and ensure more of what you have built passes to the people you care about.

Coordinate With Your Accountant

We do not replace your accountant we work alongside them. GPW provides the investment and planning layer that turns year-end tax preparation into a proactive, year-round strategy.

How We Do It

Tax planning at GPW is not reactive. We do not wait for tax season. We build a proactive, ongoing strategy that evolves with your life.
Here is how the process works:

01

We Start With Your Full Picture

Before making any recommendations, we want to understand everything your income sources, account types, corporate structure if applicable, retirement timeline, and family situation. Tax planning done in isolation misses too much.

02

We Identify What You Are Paying That You Should Not Be

We look at where your current plan is costing you in unnecessary tax whether that is poor account sequencing, missed contribution room, inefficient corporate compensation, or estate planning gaps. Most clients are surprised by what we find.

03

We Build a Coordinated Tax Strategy

We develop a personalized plan that works across your investments, retirement income, and business structure.
Every recommendation is explained clearly so you understand the why, not just the what.

04

We Implement Alongside Your Other Planning

Tax planning does not live in a silo. We integrate your tax strategy with your investment plan, retirement income plan, and business owner plan so every part of your financial life is working together.

The GPW Roadmap:
What to Expect in Your First Meeting

  • 1. You Tell Us What's on Your Mind
    Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.
  • 2. We Look at Your Current Tax Picture Together

    We review your current financial and investment picture at a high level, including existing accounts, planning considerations, and any major factors affecting your decisions.

  • 3. We Show You What You Might Be Missing

    We help identify potential planning gaps, risks, or missed opportunities so you can better understand what may need attention.

  • 4. We Walk You Through What a Tax Plan Could Look Like for You

    We discuss what a well-structured investment planning process could look like for your situation and how GPW may be able to support you.

  • 5. You Leave Knowing Exactly What Comes Next

    If it feels like a fit, we explain the next steps clearly what information we would need, what the process looks like, and what you can expect. If it is not the right time, you still leave with more clarity than you came in with.

WHAT YOU CAN EXPECT

Working With Green Private Wealth
Here Is What You Can Count On

We know you have options. Here is what makes working with GPW different and what you can expect at every stage of the relationship:

A tax strategy built before tax season

Most Canadians only think about taxes when their accountant asks for documents in April. We build your tax strategy proactively year-round so that by the time the deadline arrives, the work is already done and the savings are already locked in.

No jargon. No assumptions. Just clarity.

We explain every recommendation in plain language so you understand the why, not just the what. You should never leave a meeting feeling confused about your own financial plan and with GPW, you won't.

Your taxes connected to your full financial picture

Your tax strategy does not live in isolation. We connect it directly to your investments, retirement income plan, and business structure so every part of your financial life is working together, not against each other.

Honest conversations about what is and is not working

We will tell you when your current approach has gaps and we will tell you clearly what it is costing you. Our relationship is built on transparency, not comfort. You deserve to know the full picture.

A lasting relationship not a one-time transaction

We are not here to give you a plan and disappear. We build long-term relationships with our clients staying with you as your income grows, your life changes, and your goals evolve. This is a partnership.

Regular reviews as your life and tax rules change

Tax legislation changes. Your income changes. Life changes. We review your tax strategy on an ongoing basis and adjust proactively so you are never caught off guard at year end or making reactive decisions under pressure.