Personal Tax Planning

Personal tax planning services in Toronto, Mississauga, Oakville, Burlington, and Toronto.
Canadian income taxes are complicated and pervasive. Effective personal tax planning plays a vital role in developing a sound financial plan. Without a successful strategy, it is easy to miss out on important saving opportunities and tax benefits, or even risk tax liabilities for your estate and/or successors.

Personal Tax Planning Services

Turning Tax Complexity Into Tax Savings.

Recognizing the important role that taxes play in our lives; adequate personal tax planning and structuring is vital to the success of any individual.

By taking a proactive approach to your personal tax planning, there can be many benefits for you, your family and your business. Understanding how new tax laws and legislative changes can affect you will help you save money and time while avoiding unnecessary complications.

At MDP, we strive to foster trusting relationships with our clients. Our priority is to understand your unique financial situation and affairs, enabling us to adequately create a plan that identifies tax strategies that maximize your savings, while helping you to achieve your personal goals.

Through our process, we help create a sound tax plan while keeping you informed about the latest tax changes so that they can be leveraged. We share the information and tools on how your taxes will be calculated while demystifying the tax return process. Our personal tax planning services provide you with everything needed to turn tax complexity into tax savings.

We ensure our clients that they are rewarded for years of hard work and determination to succeed by eliminating the costs and risks associated with accumulating wealth. With our help establishing a sound financial forecast, we will not only empower you to make smart, strategic investment decisions, but also enhance your ability to enjoy your success.

Our Personal Tax Planning Services can help you with:

  • Personal income tax planning and tax returns
  • Tax saving ideas and strategies
  • Estate planning and trusts
  • Income splitting strategies
  • Generation skipping and intra-family gifting
  • Review of existing wills and advising on tax matters
  • Retirement planning

MDP is distinct from many other accounting firms. Our practice group consists of individuals dedicated to providing the highest quality personal tax planning services. We assist individuals with a wide range of private client services across Southern Ontario, including Mississauga, Oakville, Stoney Creek, Hamilton, Burlington, and throughout the Greater Toronto Area.


You have questions. We have answers.
Request a free, no-obligation consultation today.