Important advice for tax season
As the April 30 tax deadline approaches, high-net-worth Canadians can face a unique mix of challenges and opportunities. In our March 2026 Wealth insights webinar, we look at practical ideas and strategies to help you navigate tax season.
Tax planning can feel straightforward—until you run into attribution rules, tax on split income, or a missed compliance step that undermines an otherwise sound strategy. In this Wealth insights tax season webinar recording, our tax and wealth planning specialists walk through practical, Canada-focused strategies to help families, business owners and retirees manage household tax more effectively—while staying aligned with today’s rules and enforcement environment.
In the video, Manulife tax experts Lucas Gareri and Curtis Davis share practical ideas and strategies to help you navigate tax season. You’ll hear why income splitting is still possible, why planning timelines matter, and why deadlines and documentation are so important.
Topics covered include:
- Income splitting fundamentals—what works and which rules constrain it.
- Attribution rules, and how they differ for spouses, minor children and adult children.
- Prescribed-rate loan strategies and the importance of the annual interest deadline.
- Income splitting using a corporation, and whether to take salary or dividends.
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Should you wish to learn more about the topics presented or offerings on our platform, please reach out to your investment counsellor or a member of the Manulife Private Wealth team.
Disclosure
Disclosure
The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. This commentary is provided for informational purposes only and is not an endorsement of any security or sector. The opinions expressed are those of the author(s) and are subject to change without notice. These opinions may not necessarily reflect the views of Manulife Investment Management or its affiliates. The information in this document including statements concerning financial market trends, are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. This material does not constitute an offer or an invitation by or on behalf of Manulife Private Wealth to any person to buy or sell any security. Past performance is no indication of future results. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be reliable but Manulife Investment Management does not make any representation as to their accuracy, correctness, usefulness or completeness and does not accept liability for any loss arising from the use hereof or the information and/or analysis contained herein. Neither Manulife Private Wealth or its affiliates, nor any of their directors, officers or employees shall assume any liability or responsibility for any direct or indirect loss or damage or any other consequence of any person acting or not acting in reliance on the information contained herein. Please note that this material must not be wholly or partially reproduced.
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