Personal Tax

A strong personal tax strategy involves much more than simply preparing and filing your tax return. High net worth individuals, business owners, corporate directors and executives often face complex tax scenarios. We help you keep up with changes in tax legislation, develop an effective financial plan and protect your personal and family wealth, as well as your estate’s value. We provide advice on a range of personal tax considerations to ensure you’re meeting your tax obligations while minimizing your exposure.

Solutions for Your Success

  • Canadian Personal Tax

    We develop a customized plan tailored to your individual needs to ensure you get the most out of tax-saving opportunities, including: Personal tax planning and advisory services, Owner-manager tax planning and advisory services, Financial and retirement planning and Personal, trust and partnership tax compliance.

  • U.S. Personal Tax

    Whether you are a U.S. citizen or green card holder in Canada, or a Canadian resident, MNP tax advisors bring an in-depth understanding of tax laws on both sides of the border, helping you avoid or minimize double taxation.

  • Trust and Estate Tax

    Reduce the risk of probate fees and other related costs; our estate planning services include: Income tax planning, Will planning, Structuring estate freezes, Use of insurance as a planning and investment tool, Post-mortem planning, Reviewing trusts for income splitting and Charitable gift planning.

  • Succession Planning

    Succession planning is a complex process and should be started sooner rather than later. Your MNP tax advisor can assist you with: Tax planning and advisory services, Business valuation, Retirement planning and Business succession planning.

  • Personal Wealth Planning

    We work with you to optimize your portfolio by delivering a full range of planning strategies, including: Financial planning Asset protection Estate and business succession planning Tax planning for income splitting and intergenerational transfers of wealth 

    Insights

    • Performance

      April 14, 2025

      Prince Edward Island 2025 Budget Highlights

      View a summary of MNP’s highlights from the 2025 Prince Edward Island budget.

    • Performance

      April 09, 2025

      Newfoundland and Labrador 2025 Budget Highlights

      View a summary of MNP’s highlights from the 2025 Newfoundland and Labrador budget.

    • Performance

      April 08, 2025

      Tariff relief and federal support for Canadian businesses

      Read our overview of the federal tax relief and support measures available to Canadian businesses impacted by tariffs.