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.

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Patrick’s Articles

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.