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February 28, 2025 22 mins

It’s that time of year again—tax season! But instead of just scrambling to file your return, what if you could take a proactive approach and use tax planning to your advantage? In this episode of Your Life and Money, host Tim Borody dives into the importance of tax planning as a key pillar of financial success.

We’ll cover:

  • The difference between tax season and tax planning—and why it matters
  • How to align your tax strategy with your overall financial plan
  • Smart ways to reduce your tax burden, including RRSP contributions and capital gains strategies
  • Real-life examples of how tax planning helped clients save thousands
  • The impact of investment fees and how to structure your accounts for tax efficiency

By the end of this episode, you’ll have a better understanding of how to make tax planning work for you—not just this year, but for years to come. Got questions or want to share your own tax-saving strategies? Reach out to us—we’d love to hear from you!

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