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Agrawal Associates Private Wealth Management

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Tax Planning

Optimize your tax strategies

Tax planning isn’t a once-a-year proposition. It is a continual process of evaluating your tax position and considering the tax implications of every major financial decision you make. We understand the dedication and attention to detail that a successful tax strategy requires.

Our approach helps you lower your taxes payable to achieve more after-tax income within the scope of the Income Tax Act. We focus on planning not just for today, but to help secure the after-tax investment income you desire for your future plans.

Agrawal Associates Private Wealth Management is ready to optimize your tax strategies. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.

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Financial Services
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • Cashflow Planning
  • Debt Management
  • Estate Planning
  • Business Planning
  • Intergenerational Transactions
  • Philanthropic Solutions

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  • Investors Group Securities Inc.

Contact info

  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
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IIROC Advisor Report

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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