Investment Executive
October 8, 2024.
Joseph Bakish, Portfolio Manager, Wealth Advisor, discusses with Investment Executive the importance of working through the details of the higher capital gains inclusion rate – especially as the year comes to a close.
“Whatever the scenario, you should connect with clients’ accountants to ensure tax planning is implemented correctly, particularly in a year featuring two different capital gains tax regimes.”
2024
Is climate change putting the real estate component of financial plans at risk?
January 2, 2025 - Andrew Feindel discusses how climate change is threatening real estate – the largest component of many Canadians’ nest eggs.
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Financial implications to consider before making a career change
January 5 2025 - Lynn MacNeil shares how a clear wealth plan can help you navigate income changes and stay on track for long-term goals.
2024
What about the First Home Savings Account?
November 20, 2024 - Joelle Hall outlines the perks of a First Home Savings Account (FHSA) and why you may want to open one before…