Canadian seniors must be the most misunderstood demographic group that exists today. Our frustration with much of what we've seen is the lack of innovation in the way of providing this sector with integrated tax strategies, especially given that this sector needs and deserves them more than any other.
The term 'senior' means different things to different people; it may mean of higher authority or of an elder age, and even then the defining number varies dramatically depending who you're talking to. For us, 'senior' means you've been paying taxes longer than anyone else in the country. It's about time to reduce the tax you pay.
Being senior also means you've seen it all. You may recall when income tax was introduced as a 'temporary measure'; when houses could be bought for under ten thousand dollars, when interest rates were over eighteen percent, or when Old Age Security was a benefit that you paid into without expectation later governments would determine if you ought to receive a benefit or not, and when every Canadian had a capital gains exemption. Good and bad times are all remembered by the sector that has for decades given of their wallets and of themselves. Lest we forget, indeed. At Strategic Edge, our goal is to use our integrated tax strategies to help you reduce the tax you pay.
Some of the tools we use to help seniors are listed below, but everyone has different goals and objectives so solutions are designed to fit each situation.