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Tax Planning –
Proven Wealth Building Strategies for Canadians

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headshot of Patrick Caffrey, partner at LT Wealth

Partner, Tax Planning

Patrick Caffrey, CPA, CA, TEP, CFP, CIM

Financial Advisor

Patrick Caffrey is an experienced tax and financial planner specializing in helping Canadians structure their finances in the most tax-efficient way possible. He provides clients with financial planning recommendations to improve their lives by implementing practical, wealth-building strategies.

Speak with Patrick
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Patrick’s Articles

person at desk structuring tfsa vs rrsp
RRSPs and TFSAs – Structure Them Properly to Save Thousands

Did you know that the way you structure and set up your investment accounts could save you tens of thousands of dollars over your lifetime? The focus of our attention is often the investments or stocks within our investment portfolio, while the structure itself can be overlooked.

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Man doing year end financial review
‘Tis the season…for a family wealth review

Okay, maybe a family wealth review is not the first thing that comes to mind as the holiday season approaches. Most of my friends and clients are busy decorating their homes, planning vacations, and overall getting in the spirit.

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for sale sign outside of house
Save on Taxes When Selling Your Property

Many of us are aware that when we sell our primary home, we generally do not have to pay any tax. This is referred to as the ‘principal residence exemption’, and it allows us to claim one property per year to be exempt from tax, so long as we are living in it on a regular basis.

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Latest Videos

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Maximize your savings for the future with these 3 RRSP tips for 2023 – Watch now to learn how to make the most of your retirement savings plan!

Many people think that adding their adult child to the title of their home is a good idea, because of the probate savings they will receive. Unfortunately, this is one of the biggest misconceptions in estate planning and often has unintended consequences.

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Many people think that adding their adult child to the title of their home is a good idea, because of the probate savings they will receive. Unfortunately, this is one of the biggest misconceptions in estate planning and often has unintended consequences.

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Looking for Trusted Financial Planning?

Patrick Caffrey is your trusted tax planning expert, helping you navigate the complex world of taxes with precision and ease. With his extensive knowledge and experience, he’ll work diligently to optimize your financial strategies and ensure you keep more of your hard-earned money. Don’t leave your financial future to chance – partner with Patrick Caffrey for proactive and effective tax planning today.

Looking to build sustainable, long-term wealth? We can help.