Viewpoints about Wealth transfer strategies
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Cottage or home: which should be a principal residence?
Which property is best used as your principal residence for tax purposes? If you own more than one property, you have choices and may want to look at the tax consequences of claiming a cottage or other property as your principal residence. Learn more about your options and how to calculate the principal residence exemption.
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A digital world: how the pandemic has changed estate planning
In this article, we take a look at some of the most interesting changes resulting from the pandemic and consider what it means for the advisor-client relationship in future.
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Preparing your family for the great wealth transfer
The greatest intergenerational transfer of wealth in Canada’s history is set to take place over the next few decades, but are high-net-worth families prepared for the shift?
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Cottage succession planning: keeping the family cottage in the family (podcast)
This episode features Frances Donald, chief economist, who will provide a macro outlook, and John Natale, head of Tax, Retirement & Estate Planning Services, who will provide an in-depth look at succession tax considerations and wealth transfer strategies.
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