Business Details
41 Years
experience
Your Trusted Partner for Strategic Tax and Financial Planning Solutions
At TFP Tax & Financial Planning, we have dedicated ourselves to empowering clients to achieve financial freedom since 1985. Our approach combines strategic tax planning with comprehensive financial strategies tailored to individual goals, ensuring clients retain more of what they earn. With decades of experience, we specialize in reducing tax burdens by 25-50% through personalized plans that address retirement, estate planning, asset allocation, and investment diversification. Our fee-only model prioritizes transparency, avoiding commissions or hidden fees, while our collaborative meetings ensure clients remain informed and on track. We serve as stewards of financial legacies, blending innovation with conservative best practices to deliver results-driven solutions.Our commitment to client-centric service has fostered long-term relationships, with many clients becoming lifelong partners. By focusing on tax implications early in investment strategies, we help clients build wealth faster while minimizing liabilities. Our teams expertise in pension maximization, RRSPs, and tax minimization ensures clients retire sooner, richer, and on their terms. We operate with integrity, ensuring every plan aligns with our core values of trust, accountability, and personalized care.
Services
Retirement Planning
Tax Preparation
Estate Planning
Pension Maximization
Asset Allocation
Investment Diversity
Tax Minimization
Insurance Assessment
Employee Options
Severance Counselling
Details
- Year established: 1985
Highlights and features
- We reduce tax burdens by 25-50% through strategic planning.
- Our fee-only model ensures transparent, commission-free advice.
- Weve tailored financial plans for over 35 years since 1985.
- Collaborative meetings prioritize client education and alignment.
- Specialized expertise in retirement, estate, and tax planning.
What people say
Best tax savings ever
Great support and advice
Retire sooner with tailored plans
Transparent fee structure
Expertise in retirement goals
Services
Retirement Planning
Our retirement planning service designs personalized strategies to ensure financial security in retirement. We analyze income needs, tax implications, and investment performance to create actionable plans. Clients benefit from tailored guidance on RRSPs, pension maximization, and tax-efficient withdrawals, ensuring they retire on their terms.
Tax Preparation
We provide comprehensive tax preparation services focused on minimizing liabilities. By integrating strategic tax planning with investment strategies, we identify deductions and credits to reduce taxable income. Our approach ensures compliance while maximizing refunds and long-term savings.
Estate Planning
Estate planning safeguards your financial legacy through wills, trusts, and beneficiary designations. We coordinate plans to minimize estate taxes and ensure smooth asset transfer. Our service emphasizes protecting loved ones while aligning with your long-term financial goals.
Asset Allocation
Asset allocation optimizes investment portfolios across asset classes to balance risk and returns. We tailor strategies to client risk tolerance and goals, ensuring tax-efficient growth. Regular reviews keep allocations aligned with market changes and life milestones.
Pension Maximization
Pension maximization strategies enhance retirement income from public and private pensions. We analyze payout options, survivor benefits, and tax implications to maximize lifetime income. Clients gain clarity on optimizing CPP, OAS, and workplace pension plans.
People
John Halme
Financial Planner
John Halme, BComm, CIM, brings decades of expertise in tax and financial planning. With a focus on personalized strategies, he helps clients reduce tax burdens and achieve retirement goals through collaborative, transparent advisory services.
Questions
What services does TFP Tax & Financial Planning offer?
We specialize in retirement planning, tax preparation, estate planning, asset allocation, and pension maximization, all designed to reduce tax burdens and build long-term wealth.
How does TFP's tax planning reduce liabilities?
Our strategic tax planning identifies deductions, credits, and investment strategies to legally minimize taxable income, often saving clients 25-50% annually.
Are TFP's fees transparent and upfront?
Yes, we use a fee-only model with no hidden costs or commissions. All fees are clearly explained before services begin.
How often do TFP meet with clients?
We typically meet twice yearly to review progress, adjust plans, and ensure clients stay aligned with their financial goals.
Does TFP serve clients outside Vancouver?
While based in Vancouver, we work with clients across Canada through virtual consultations and personalized digital tools.
Reviews (2)
Jennifer Sorrenson
Jan 07, 2020
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I have been involved with Retirewell and their advisers for over 20 years and have found them to have a high level of knowledge and understanding of an individual's financial needs at all stages of their financial life. They have shown the upmost integrity and I would not hesitate recommending their services to family and friends.
Tracy Wildi
Oct 14, 2019
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There are not enough superlatives to describe the professionalism, personal care factor and integrity afforded to me by the team at Retirewell. I have since recommended Retirewell to other colleagues in my profession, and said colleagues have not been disappointed. If youre seeking competency and a lateral thinking approach, then this is the company for you or your business.
