Tax Planning - Making the RIGHT Moves at the RIGHT Time

posted Mar 10, 2016, 7:02 AM by Janelle deRocquigny   [ updated Mar 10, 2016, 7:15 AM ]

Tax legislation is constantly changing and as a result, so are tax planning opportunities.  This recent session highlighted how you can reduce your tax bill through tax deferral, tax reduction, and income splitting strategies. Believe it or not, we made tax planning straightforward, actionable and fun!  Our guest speaker, Thomas Holmes, CPA,CA, Regional Vice-President of Wealth Planning at Assante Private Client, a division of Private Counsel LP provided some excellent strategies that you may want to consider.

Topics we covered:

· Hot off the PRESS tax update.

· Tax-saving strategies for your portfolio.

· The tax impacts triggered by asset re-registration.

· Income splitting opportunities now and in retirement.

· Does it make sense to fund TFSAs from RRSPs/RRIFs?

· Cutting the tax man out of your Will.

Your situation is unique.  We recommend you contact our office at 204.977.8022 or in order to set up a meeting with Shaun to discuss how these tax planning opportunities can be applied to your situation.


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