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Taxes

Keeping More Of What You Earn

Tax planning isn’t just about filing returns; it’s about making smart decisions today that support your goals for tomorrow. At Thrive Wealth Management, we help you understand how taxes impact your financial plan and introduce approaches to reduce tax burdens, maximize savings, and keep your plan on track. Whether you’re navigating a career change, preparing for retirement, or managing a business, we work with you – and your tax planners - to ensure your tax strategy supports your full financial picture.

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What To Consider

Taxes touch every part of your financial life, and smart planning can make a big difference. Here’s what matters:

Different income types are taxed differently – understanding this helps you make better investment and withdrawal decisions.
Life events like marriage, retirement, and selling a business can shift your tax picture.
Tax-efficient portfolios can help you reach your goals faster by minimizing unnecessary tax drag.
Estate planning decisions, like charitable giving or registered account rollovers, can reduce taxes for your loved ones.

How We Help

We take a holistic approach to tax-planning, including:

Helping you understand how taxes affect your financial plan now and in the future.
Introducing tax-smart approaches for investments, income, and estate planning.
Collaborating with your accountant to ensure your plan is aligned.
Partnering with MNP to provide expert support in tax, accounting, and succession planning.

MEET THE TEAM

Thrive And Your Advisor Network

We know that financial planning doesn’t happen in a vacuum. That’s why we’ll work with your tax planners, accountants, and other professional advisors to ensure your full financial picture is aligned.

Whether it’s coordinating on tax strategies, estate planning, or business succession, we collaborate on your behalf to help bring clarity, consistency, and confidence to your plan.

Tools and resources

Explore the tools that help you make smarter tax decisions and understand how taxes impact your income, investments, and borrowing.

Tax Calculator

Estimate your annual tax bill and see how different income levels or deductions affect what you owe using our Tax Calculator.

Taxes and Investment Income

Understand how different types of investment income – like interest, dividends, and capital gains – are taxed using our Taxes and Investment Income Calculator.