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Toll Free: 1.888.665.7534   

Minimizing an individual's tax burden involves more than preparing and filing personal income tax returns. Personal tax-planning services include providing advice on mortgage financing, income-splitting, setting up trusts, and retirement, estate and succession planning to minimize income taxes on death. No ship sets sail without a plotted course and no trip begins without a roadmap. No household can contemplate a successful financial journey without some sort of comprehensive financial and tax plan.

Tax planning is a part of Financial Planning and brings into consideration many elements of your personal financial situation. Your personal financial plan is a blueprint for organizing your financial tax and risk management situations. The result of this process should be an increased tax efficiency.

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Bill DeWinter BA (Econ)
Certified Financial Planner

KW Area:  1.519.880.8171

Toll Free:  1.888.665.7534

London:  1.519.264.9988
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DeWinter Financial
Founded in 1995

CFP Since 2000

P.O. Box 781

Mt. Brydges
ON Canada

 N0L 1W0

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There are options available to minimize taxes throughout cumulative years. We will assist you in evaluating suitable options for your situation - and to address the costly issue of estate taxes in order to ease your overall burden.  It is our mission to help families like yours to create a comprehensive financial strategy and navigate through it, year after year, as your personal needs and environment change.

Simply contributing to a RRSP each year isn’t tax planning.  Taking a big picture approach to your individual, family and business tax planning can minimize taxes not just this year but over a lifetime.  The small changes you make today can have a significant impact on your overall tax burden well into the future.

At DeWinter Financial we take a collaborative approach to tax planning.  We will work with you, your tax preparer, accountant and legal team to craft and implement a strategy that maximizes tax savings.

What is the difference between a taxidermist and a tax collector? The taxidermist takes only your skin. -Mark Twain 

[A tax loophole is] something that benefits the other guy. If it benefits you, it is tax reform. - Russell B Long, US Senator

Call Bill DeWinter - Toll Free:  1.888.665.7534