ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION

At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people aren’t even aware of.  We are the first people our clients call when they need the care of a trusted partner, and when they need a problem solved.

What stage are you at?  You might be just starting to build your business or career. You might be mid-life and seeking to protect and grow your wealth. Or you might be approaching divestment or retirement and thinking about what comes next – and what legacy you want to leave.

Whatever stage you’re at, we have every aspect of your wealth management needs covered by our unique Four Pillar Planning™ process, which encompasses:

1.	Corporate tax planning, pensions, benefit plans and insured retirement plans
2.	Personal retirement and tax planning
3.	Philanthropic planning and charitable giving
4.	Estate planning and implementation

Our president, Mark Bull, is a Master Financial Advisor with the elite MFA-P, CLU, CFP, CHS, and CEA designations.
•	Certified Financial Planner (CFP)
•	Master Financial Advisor – Philanthropy (MFA-P)
•	Chartered Life Underwriter (CLU)
•	Certified Executor Advisor (CEA)
•	Certified Health Insurance Specialist (CHS)

Some of our clients have been with us for almost 30 years. Why?  Let's talk about it today.  mark@bullfinancial.ca | 905-576-0230 

Be strong at every stage™


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