taggartGALT

The Art of Structure

Planning your financial strategy now


Planning for tears later

We don't practice, we specialize

Returning the Gain in Capital Gains

When it comes to typical strategies, capital gains can be a bit more difficult than other types of income. This is why taggartGALT has invested in the experience and research necessary to create specialized strategies for capital gains. Whether it be for commercial property, vintage cars, collectibles, etc… taggartGALT turns beneficial solutions into solid portfolio investments.

Preserve your Passive Income

Most clients are pleasantly surprised to learn that taggartGALT has creative global solutions for passive income. Tailored structures can be created for many types of passive income including rental income, interest income through bonds and other structures, financial instruments, etc… Get more out of your passive investments with taggartGALT.

Small Business Dividend Income

Business owners in many countries realize their compensation through the issuance of dividends. However, there are other more tailored structures that provide more financial benefits. taggartGALT has a specialty in providing uncommon strategies for dividend income and the realization of retained earnings. Contact us to learn more.

When Insurance is the Strategy

For some clients, a typical financial planning solution is not the preferred choice, so the strategic use of insurance is used to create a similar benefit. taggartGALT is a fully licensed insurance provider specializing in the use of financial Insurance vehicles. In most cases, this is used to maximize capital gains upon the transfer of an asset or the passing of a principal. However, there are other creative ways that we use insurance, and please contact us to learn more. Insure the retention of the principal with taggartGALT.

What Professionals say about taggartGALT

The Difference in Proactive Planning

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nbowerman@taggartgalt.com
Suite 700, 2 Bloor Street West, Toronto ON, M4W3E2, Canada
905-667-4770
416-323-7595