Advanced Tax Planning Strategies & Tax Minimization

Be strong
at every stage

At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people aren’t even aware of.

We are the first people our clients call when they need the care of a trusted partner, and when they need a problem solved.

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Our story

Services

What stage are you at?

You might be just starting to build your business or career. You might be mid-life and seeking to protect and grow your wealth.

Or you might be approaching divestment or retirement and thinking about what comes next – and what legacy you want to leave. At Bull Financial, we help you Be strong at every stage.

Our Four Pillar Planning™ Process

Discover the details of our comprehensive Four Pillar Planning Process.

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1

Corporate tax planning, pensions, benefit plans & insured retirement plans

2

Personal retirement & tax planning

Philanthropic planning & charitable giving

Estate planning
& implementation

L to R: Robert Carter, Steven MacDonald, Yves Gadler, Mark Bull, Alanna Purcell, Michael Amo

Philanthropy

Bull Financial makes $1-million legacy gift to Lakeridge Health Foundation

We simply employed our Dual Donation Strategy, a greatly underused tool with special properties that greatly magnify the amount of a gift, while saving the donor – now and in the future – thousands to millions in tax. It’s easier, and more affordable, than you might think.

Our president, Mark Bull, is Legacy Strategist for Lakeridge Health Foundation, provided strategic counsel in their successful $20-million Our Cancer Campaign, and is a personal champion of the Foundation, having donated $1- million through planned giving in 2023.

What legacy to do you want to leave? We can help you make an impact. Read Mark’s article on LinkedIn.

Bull Financial Services Inc.

110 King Street East
Oshawa, Ontario
L1H 1B6

905-576-0230

© 2023 Bull Financial

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