Services / Tax
Keep more of what you make
Expert tax planning that goes beyond your annual return. Our CFP® Professionals and CPAs structure your corporate and personal tax so less of your income goes to the CRA.
Book a call
Tax planning that doesn't stop at your return
Corporate and personal tax
How you pay yourself out of your corporation accounts for most of your total tax. A CPA sets the mix of salary and dividends and adjusts it each year as your income and the rules change.
Planned before the year ends
The moves that lower your tax have to happen before December 31. You meet through the year so they get made in time, instead of found too late at filing.
One firm instead of three
Most people keep a separate accountant, advisor, and lawyer, each handling one piece. Here a CFP and a CPA work in the same firm, so your tax plan lines up with your investments and your estate from the start.
How tax planning works at Planworks
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Review
We read your corporate and personal returns, prior assessments, and account statements to map your full tax position, and flag what to act on before year-end.
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Corporate Structure
We set the salary and dividend mix, manage the surplus held in your corporation, and use holdcos or trusts where they fit.
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Investment Tax
We place your investments across registered and non-registered accounts so growth and withdrawals are taxed as little as possible.
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Planning through the year
We work the decisions that have to happen before year-end, so nothing that could lower your bill gets found too late.
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Filing
We hand off finished numbers for your personal and corporate returns, prepared and checked by a CPA.
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Estate and succession
We set up how the business and the assets pass on, so the plan holds when money moves to the next generation.
Services / Tax
Keep More of What You Make
Expert tax planning that goes beyond your annual return. Our CFP® Professionals and CPAs structure your corporate and personal tax so less of your income goes to the CRA.
Book a call
Services / Financial Planning
Keep more of what you make
Expert tax planning that goes beyond your annual return. Our CFP® Professionals and CPAs structure your corporate and personal tax so less of your income goes to the CRA.
Book a call
Tax planning that doesn't stop at your return
Corporate and personal tax
How you pay yourself out of your corporation accounts for most of your total tax. A CPA sets the mix of salary and dividends and adjusts it each year as your income and the rules change.
Planned before the year ends
The moves that lower your tax have to happen before December 31. You meet through the year so they get made in time, instead of found too late at filing.
One firm instead of three
Most people keep a separate accountant, advisor, and lawyer, each handling one piece. Here a CFP and a CPA work in the same firm, so your tax plan lines up with your investments and your estate from the start.
How tax planning works at Planworks
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Case assement
Swiftly evaluate complaints, create chronologies, and identify gaps in factual and legal analysis.
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Discovery
Review and categorize large volumes of documents, analyze expert work and deposition transcripts, and organize discovery materials efficiently.
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Analysis
Conduct comprehensive analysis more quickly by using Harvey to synthesize legal principles across multiple cases.
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Drafting
Instantly generate first drafts, enabling more concise and persuasive pleadings, motions, legal briefs, and client memos.
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Trial preparation
Optimize trial strategy by analyzing opposing counsel's case and identifying ways to address gaps, such as refining legal arguments and filing additional pre-trial motions.
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Strategic advice
Draft post-judgment communications and strategize grounds for appeal by analyzing court decisions and generating compelling arguments.
Tax planning that doesn't stop at your return
Corporate and personal tax
How you pay yourself out of your corporation accounts for most of your total tax. A CPA sets the mix of salary and dividends and adjusts it each year as your income and the rules change.
Planned before the year ends
The moves that lower your tax have to happen before December 31. You meet through the year so they get made in time, instead of found too late at filing.
One firm instead of three
Most people keep a separate accountant, advisor, and lawyer, each handling one piece. Here a CFP and a CPA work in the same firm, so your tax plan lines up with your investments and your estate.
How tax planning works at Planworks
Review
We read your corporate and personal returns, prior assessments, and account statements to map your full tax position, and flag what to act on before year-end.
Corporate Structure
Investment Tax
Planning through the year
Filing
Estate and succession
Review /
2026 Tax Position
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1
2
Emily Dry (Spouse)
Christopher Dry
Entity
HoldCo
Family Trust
53.50%
28.20%
50.67%
-
3
4
Marg. Rate
CIRO
Details
CFP/FP Canada
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CIPF Insured
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CCPA/GDPR
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Professional Financial Planning for Your Family
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FAQ
FAQ
We've put together the most common questions we get asked about education planning.
We've put together the most common questions we get asked about education planning.
If you have a question that you can't find here, please contact us for more information.
If you have a question that you can't find here, please contact us for more information.
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CIRO
Details
CFP/FP Canada
Details
CIPF Insured
Details
CCPA/GDPR
Details
Professional Financial Planning for Your Family
Book a call
P
Copyright © 2026 Planworks Financial
Corporation. All rights reserved.
Services
Financial Planning
Tax planning
Estate Planning
Retirement Planning
Insurance review
Cross-border planning
Who we serve
Incorporated professionals
Business owners
Pre-retirees
Families
Equity compensation
Inheritance
Resources
Research
Planning guides
Tax calendar
Glossary
FAQ
Client portal
Company
About
Our team
Careers
Press
Contact
Book a call
Locations
Your Privacy Choices
Legal
Privacy policy
Terms of service
Disclosures
Regulatory information
Accessibility
Complaints process