Greg Field, AMP
Invis

97 Stouffer Street Stouffville, Ontario L4A 5Z9
Phone: 416-358-0753
Email: gregfield@invis.ca

TDMP Services

TDMP is the only fully managed solution for Canadian Homeowners looking to structure their mortgage for maximum tax efficiency. Our services include:

TDMP Initial Setup

The Tax Deductible Mortgage Plan follows a rigorous setup process for segregating tax deductible interest from non-tax deductible interest in compliance with Canada Revenue Cash Damming Guidelines.

Structure Mortgage & Other Debt for Cash Damming

Optimize Cash Flows & Setup Investment PAC’s

Ensure CRA Compliance

Cash Management

The timing of cash flow movements on a monthly cycle is critically important. Under TDMP, the monthly Cash Flow Cycle is managed on your behalf. The mortgage lender (under Service Agreement with TDMP) will process the regular mortgage payments and monthly prepayments/re-advances on a pre-determined schedule.

Investment, Rental & Business Cash Dams

Authorize Mortgage Pre-Payments

Creditline Advance Requests

Semi-annual Cash Flow Resets

Monitor Account Balances

Reporting & Tax Services

The Tax Deductible Mortgage Plan is the only company that 100% Guarantees your mortgage tax refunds. TDMP Clients enjoy a complimentary Annual Compliance Review and may select from a variety of discounted Tax Packages, including TDMP's exclusive Tax Audit Protection Plan.

Tax Audit Protection Plan (100% Guarantee)

Annual Compliance Review

Discounted Tax Preparation