Tax Planning Strategies - A Happy Spouse Makes a Happy House!
Most of us are getting ready to file our taxes before the May 2nd deadline. Let's look at ways for your household to be more tax-advantaged this time next year.
Please join Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc., as he illustrates families' strategies to retain more of their wealth. He will share investment planning tips that will yield more funds for you and your family today and at retirement. Find out if you are the Better Half or the Lucky Half.
Topics include:
Benefits & Boundaries
Pension Income Splitting
RRSPs & Spousal RRSPs
TFSA for Spouse
Attribution Rules
Prescribed Rate Loan
Acceptable Avoidance Options
CPP Credit Sharing
Let's look at ways for your household to be more tax advantages this time next year.
Mutual funds are offered through Credential Asset Management Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.
Monday | April 11, 09:51 AM
This website uses cookies to improve your user experience. By continuing to browse the site you are agreeing to our use of cookies.
Search
