--- title: Budovitch Legacy Planning Tax Strategies for Indepdent Professionals and Business Owners description: Budovitch Legacy Planning advises Professionals on approaches that reduce taxation, and maximize your financial portfolio with certainty and control. --- [![Budovitch Legacy Planning Inc.](https://www.budovitch.ca/hs-fs/hubfs/New_Budovitch_Logo.png?width=252&height=110&name=New_Budovitch_Logo.png "Budovitch Legacy Planning Inc.")](https://www.budovitch.ca) #### [fa icon="phone"]  [1.416.849.1337](tel:1.416.849.1337) ![slicing_dollars_1920x460.jpg](https://www.budovitch.ca/hs-fs/hubfs/slicing_dollars_1920x460.jpg?width=1920&name=slicing_dollars_1920x460.jpg "slicing_dollars_1920x460.jpg") # WHAT IF YOU COULD PAY LESS TAX? ### DESIGN YOUR STRATEGY WITH BUDOVITCH TODAY "Small Gold Italic Small Gold ItalicSmall Gold ItalicSmall Gold Italic" ![Tax__Sepia_736.jpg](https://www.budovitch.ca/hs-fs/hubfs/Tax__Sepia_736.jpg?width=736&name=Tax__Sepia_736.jpg "Tax__Sepia_736.jpg") We will show you how to retain more of your hard earned moneY **What if you could have a professional custodian to gather all the necessary taxation data, statements, and important documents, then return them to you in an organized fashion—along with a legacy plan you can rely on with certainty?** --- WE COLLECT ALL THE AVAILABLE INFORMATION **Like most professionals, your day is consumed with managing your career and personal obligations, leaving little time to address those files in the drawer.** What if you could have a professional custodian to collect all the required taxation data, statements, files, and important documents, and return them to you in an organized manner—specifically, with a legacy plan you can rely on with certainty? ![Papers_files_736_sepia.jpg](https://www.budovitch.ca/hs-fs/hubfs/Papers_files_736_sepia.jpg?width=736&name=Papers_files_736_sepia.jpg "Papers_files_736_sepia.jpg") --- ![Reviewing_chart_736_sepia.jpg](https://www.budovitch.ca/hs-fs/hubfs/Reviewing_chart_736_sepia.jpg?width=736&name=Reviewing_chart_736_sepia.jpg "Reviewing_chart_736_sepia.jpg") WE REVIEW AND ASSESS YOUR RISKs AND OPPORTUNITIES **Every client is unique, with their own special needs, priorities, and timeline. We will review your past experiences, current portfolio, and identify the most important considerations you may have overlooked or assumed were in order.** Budovitch Legacy Planning advisors have dedicated their profession to professionals like you. Our clients call on us to become the custodian of their legacy planning affairs, and during the process, we dive deep into the details of your financial portfolio. We will review and assess the characteristics of your current situation with the goal of helping you minimize your exposure to taxation today and in the future. --- WE PROVIDE EVIDENCE BASeD RECOMMENDATIONS **In an industry that has been built on a world of assumptions and speculation, isn't it nice to know you now have a resource you can count on to be knowledgeable in the world of legacy planning? A dedicated service based on providing our clients with recommendations based on evidence, not opinion.** What if you could reduce your taxes by simply listening to these recommendations?  It is possible now. Budovitch Legacy Planning will provide you with recommendations and an action plan that will return more dollars to you. Now, wouldn't that be a nice change? ![COntinuous_mgmt_sepia735x736.jpg](https://www.budovitch.ca/hs-fs/hubfs/COntinuous_mgmt_sepia735x736.jpg?width=736&name=COntinuous_mgmt_sepia735x736.jpg "COntinuous_mgmt_sepia735x736.jpg") --- ![Relaxed_Sepia_736x736.jpg](https://www.budovitch.ca/hs-fs/hubfs/Relaxed_Sepia_736x736.jpg?width=736&name=Relaxed_Sepia_736x736.jpg "Relaxed_Sepia_736x736.jpg") WE WORK ON YOUR BEHALF SO YOU CAN RELAX **Yes, you can sit back and relax knowing that your legacy plan is working for you... and the proof will be in speaking to one of our advisors, who will share with you evidence of the outcome you can expect to receive. And if you're still not sure, take a closer look at some of the conversations with your peers. They were all in your shoes at one time.** You deserve the opportunity to enjoy your life, knowing your money is working for you and that the tax portion is performing well beyond what you had previously anticipated. Why is this possible? Because you have a dedicated resource working for you to maximize the future of your legacy portfolio. Not just a once-a-year conversation at tax time, but a custodian dedicated to you every day. --- [![Contact Us](https://no-cache.hubspot.com/cta/default/1006642/a1c0bb24-5806-4f88-b1ae-9ee15e4efd93.png)](https://cta-redirect.hubspot.com/cta/redirect/1006642/a1c0bb24-5806-4f88-b1ae-9ee15e4efd93) # LEARN MORE ABOUT US ![bearded_man_dark_suit_736x736.jpg](https://www.budovitch.ca/hs-fs/hubfs/bearded_man_dark_suit_736x736.jpg?width=736&name=bearded_man_dark_suit_736x736.jpg "bearded_man_dark_suit_736x736.jpg") # A WORD FROM YOUR PEERS [![DISCOVER MORE](https://no-cache.hubspot.com/cta/default/1006642/b9733fb9-de2f-4a16-b203-0901a8b6a258.png)](https://cta-redirect.hubspot.com/cta/redirect/1006642/b9733fb9-de2f-4a16-b203-0901a8b6a258) ![Advisory_Team_quad_736x736.jpg](https://www.budovitch.ca/hs-fs/hubfs/Advisory_Team_quad_736x736.jpg?width=736&name=Advisory_Team_quad_736x736.jpg "Advisory_Team_quad_736x736.jpg") # ADVISORY SERVICES [![DISCOVER MORE](https://no-cache.hubspot.com/cta/default/1006642/5fd6ae3b-e97e-406a-bfea-45fc22e29cf3.png)](https://cta-redirect.hubspot.com/cta/redirect/1006642/5fd6ae3b-e97e-406a-bfea-45fc22e29cf3) ![Concierge_Gold_on_Mesh_736x736.jpg](https://www.budovitch.ca/hs-fs/hubfs/Concierge_Gold_on_Mesh_736x736.jpg?width=736&name=Concierge_Gold_on_Mesh_736x736.jpg "Concierge_Gold_on_Mesh_736x736.jpg") # CONCIERGE PROGRAM [![DISCOVER MORE](https://no-cache.hubspot.com/cta/default/1006642/847baead-f4d1-4257-896e-69287c9a95f4.png)](https://cta-redirect.hubspot.com/cta/redirect/1006642/847baead-f4d1-4257-896e-69287c9a95f4) ![Contact_us_Sepia_736.jpg](https://www.budovitch.ca/hs-fs/hubfs/Contact_us_Sepia_736.jpg?width=736&name=Contact_us_Sepia_736.jpg "Contact_us_Sepia_736.jpg") # CONTACT US [![CONTINUE](https://no-cache.hubspot.com/cta/default/1006642/a4427fa7-37ed-455b-bb5e-e7f9af7bf657.png)](https://cta-redirect.hubspot.com/cta/redirect/1006642/a4427fa7-37ed-455b-bb5e-e7f9af7bf657) #### OUR PROGRAMS #### WHO WE ARE #### PRODUCT PORTFOLIO #### RESOURCES #### POLICIES [fa icon="phone"]  [1.416.849.1337](tel:1.416.849.1337) [fa icon="envelope"] [info@budovitch.ca](mailto:info@budovitch.ca)  [fa icon="home"] 1700 Langstaff Road, Suite 1001, Concord ON L4K 3S3 #### BUDOVITCH LEGACY PLANNING INC. 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