Tax Strategies

FBC and Harvest Estate Planning representatives work hand-in-hand to help Members.

Members should always call FBC first to discuss tax planning issues and potential tax saving strategies. Then, after the initial strategy planning discussion, FBC will often call on Harvest experts to help implement the strategy. Harvest is the expert when it comes to advice on using financial products to avoid taxes.

Some of these strategies and/or products include:

  • Registered Education Savings Plans (RESPs)
  • Registered Retirement Plans (RRPs)
  • Gifts of life insurance to provide donation tax credits
  • Taking advantage of $1,000 retirement income tax credit at age 65
  • Estate Bonds (tax sheltering investing)
  • Tax efficient investing
  • Borrowing to invest
  • Reducing tax liability at death

So, call FBC at 1-800-265-1002 to discuss your tax planning issues. If strategies like those above suit your specific situation, FBC will call on Harvest to help with implementation.

Harvest Estate Planning

Contact Harvest

Head Office:
Unit #25, 2100 Oxford St. E
London, ON N5V 4A4
Local Phone: (519) 453-3099
Fax: (519) 453-3097
National Toll-Free: 1-800-265-9237
Manager of Operations, Joy Melis
Email Harvest at: admin@harvest.ca