Senior Investment Advisor, Financial Planner
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Taxes and Estate Planning
Learn about key aspects to Tax & Estate Planning
How Investment Income Is Taxed
Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This article discusses the taxation of investment income as it pertains to an individual resident in Canada.
Strategies to Minimize Capital Gains Tax
For investors who have realized significant capital gains, this article examines various strategies to help reduce the impact of a potential tax liability resulting in the realization of a capital gain.
Understanding Capital Losses
This article will discuss capital losses, superficial losses and summarize tax loss selling regulations.
Consider Tax-Loss Selling
It may make sense to consider engaging in a tax-loss selling strategy before the end of the year, to reduce your overall tax liability or to receive a refund of taxes paid in a previous year.
Probate Fees and Taxes
This article discusses probate and how to reduce probate costs.
Granting Power of Attorney
This article will discuss the importance of granting a Power of Attorney.
Planning for Retirement