Descriptions
At Wealth Strategy Consultants, we specialize in offering top-tier strategies to assist our clients in effectively managing their real estate and wealth portfolios. Our services include exclusive tax-saving strategies accessible only to Smith Manoeuvre Certified Professionals.
We provide a range of services from educational content to comprehensive tax-saving portfolio management strategies. All clients start with a complimentary consultation, followed by a high-level analysis of their financial situation. Based on this analysis, we deliver a detailed plan outlining the optimal strategies and associated investment costs.
Key Strategies:
โข First-Time Home Buyer: Gain a clear starting point for your home-buying journey, understanding mortgage aspects, approval factors, and closing costs.
โข The Smith Manoeuvre: Structure your mortgage to make the interest tax-deductible, enhancing personal cash flow.
โข RESP vs. Rental: Maximize education savings with a flexible growth strategy that allows tax-efficient access to your equity.
โข Rental Cash Damming: Pay down your mortgage with rental income to reduce taxes and build additional wealth.
โข Reverse Mortgage: Access up to 55% of your home equity in tax-free cash while continuing to live in your home without needing to make mortgage payments.