Investment Planning With Purpose
Investment Planning With Purpose
Ted Pollock CPA CA CFP
Ted Pollock CPA CA CFP
Many investors focus on growth but overlook structure, and that’s where most of the unnecessary tax gets lost. We help you understand how your investments fit within your tax plan and long-term goals, so every dollar is working in the right direction. Ted works directly with each client to evaluate their full financial picture and ensure investment decisions are tax-efficient and aligned with their broader financial goals.
Many investors focus on growth but overlook structure, and that’s where most of the unnecessary tax gets lost. We help you understand how your investments fit within your tax plan and long-term goals, so every dollar is working in the right direction. Ted works directly with each client to evaluate their full financial picture and ensure investment decisions are tax-efficient and aligned with their broader financial goals.
Align Your Investments With Your Financial Goals
Align Your Investments With Your Financial Goals
Investment planning should never happen in isolation. We integrate your portfolio strategy with your tax, retirement, and estate plans to help you make decisions with complete confidence. That means identifying opportunities for growth while minimizing unnecessary tax exposure. We can help you:
Investment planning should never happen in isolation. We integrate your portfolio strategy with your tax, retirement, and estate plans to help you make decisions with complete confidence. That means identifying opportunities for growth while minimizing unnecessary tax exposure. We can help you:
Review and assess your current investment portfolio for performance, diversification, and tax efficiency
Review and assess your current investment portfolio for performance, diversification, and tax efficiency
Review and assess your current investment portfolio for performance, diversification, and tax efficiency
Plan contributions and withdrawals across RRSPs, TFSAs, corporate accounts, and trusts
Plan contributions and withdrawals across RRSPs, TFSAs, corporate accounts, and trusts
Plan contributions and withdrawals across RRSPs, TFSAs, corporate accounts, and trusts
Coordinate with your financial advisor or portfolio manager to ensure investment strategies align with your broader financial plan
Coordinate with your financial advisor or portfolio manager to ensure investment strategies align with your broader financial plan
Coordinate with your financial advisor or portfolio manager to ensure investment strategies align with your broader financial plan
Understand how your investments impact your business, retirement income, and estate goals
Understand how your investments impact your business, retirement income, and estate goals
Understand how your investments impact your business, retirement income, and estate goals
If you’re a business owner, we also help evaluate how retained earnings, dividends, or investment holding companies fit within your personal and corporate structure.
If you’re a business owner, we also help evaluate how retained earnings, dividends, or investment holding companies fit within your personal and corporate structure.
We Help You Invest With Structure, Not Guesswork
We Help You Invest With Structure, Not Guesswork
We help clients design investment strategies that grow steadily and tax-efficiently, without unnecessary complexity. Ted also explains the real tax cost of common investment decisions, like dividend income versus capital gains, or holding Canadian and U.S. securities across borders. For many clients, this means re-balancing portfolios to match risk tolerance and cash-flow needs, planning contributions and withdrawals to minimize tax exposure, and aligning investment growth with future goals such as retirement, property purchases, or estate transfers. The result is a clear, practical plan that grows wealth intentionally.
We help clients design investment strategies that grow steadily and tax-efficiently, without unnecessary complexity. Ted also explains the real tax cost of common investment decisions, like dividend income versus capital gains, or holding Canadian and U.S. securities across borders. For many clients, this means re-balancing portfolios to match risk tolerance and cash-flow needs, planning contributions and withdrawals to minimize tax exposure, and aligning investment growth with future goals such as retirement, property purchases, or estate transfers. The result is a clear, practical plan that grows wealth intentionally.
See the Real Value Behind Your Wealth
See the Real Value Behind Your Wealth
When your finances span a business, investments, and real estate, it’s easy to lose sight of your true financial position.
Ted’s background in business valuation helps clients connect the dots to create a clear, accurate picture of total net worth.
This understanding helps you plan with confidence — whether you’re preparing to sell a business, fund your retirement, or ensure your family’s wealth transitions smoothly to the next generation.
When your finances span a business, investments, and real estate, it’s easy to lose sight of your true financial position.
Ted’s background in business valuation helps clients connect the dots to create a clear, accurate picture of total net worth.
This understanding helps you plan with confidence — whether you’re preparing to sell a business, fund your retirement, or ensure your family’s wealth transitions smoothly to the next generation.
Related Services
Explore our related financial advisory services for a complete strategy:
Retirement Planning
Retirement Planning
Structure withdrawals and income for a tax-efficient retirement
Structure withdrawals and income for a tax-efficient retirement
Estate Planning
Estate Planning
Protect and transition your wealth across generations
Protect and transition your wealth across generations
Corporate Tax & Incorporation
Corporate Tax & Incorporation
Manage investments held within your corporation efficiently
Manage investments held within your corporation efficiently
Let’s Talk
Whether you’re building an investment plan from the ground up or want to align your portfolio with your business and retirement goals, we’d love to help.
Let’s Talk About Your Retirement Goals
Whether you’re building an investment plan from the ground up or want to align your portfolio with your business and retirement goals, we’d love to help.
Let’s Talk
Whether you’re building an investment plan from the ground up or want to align your portfolio with your business and retirement goals, we’d love to help.