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Joel Chapman

Joel Chapman

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
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Publications

Tax Planning Strategies
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
Estate & Succession Planning
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.