Curtis Davis

Curtis Davis, FCSI, CFP, TEP, is director for tax, retirement and estate planning services, retail markets at Manulife Investment Management.

Estate Planning

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

By Curtis Davis |December 5, 2023

1 min read

Tax News

The cost of TFSA contributions for non-residents

Case study explains the consequences

By Curtis Davis |September 27, 2023

1 min read

Advisor's Edge

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

By Curtis Davis |March 31, 2023

1 min read

Advisor's Edge

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

By Curtis Davis |November 7, 2022

1 min read

Tax Strategies

Tax-loss selling: investing’s moral victory

Help clients turn investment losses into a tax win

By Curtis Davis |November 3, 2022

1 min read

Advisor's Edge

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

1 min read

Advisor's Edge

Spousal RRSPs: What you need to know

Make sure clients don’t run afoul of the attribution rules

By Curtis Davis |March 14, 2022

1 min read

Advisor's Edge

Three things to do before tax season

Now is the time to review plans jolted by the pandemic

By Curtis Davis |February 4, 2022

1 min read

Advisor's Edge

Tax-efficient drawdowns of RESPs

Help this client and her daughter maximize their savings account

By Curtis Davis |November 2, 2021

1 min read

Advisor's Edge

RESPs are a perfect opportunity to build relationships

Students need financial planning, too

By Curtis Davis |October 4, 2021

1 min read

Advisor's Edge

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

By Curtis Davis |May 11, 2021

1 min read

Advisor's Edge

Help clients transfer global pensions to Canada

Three steps for assessing eligibility

By Curtis Davis |March 12, 2021

1 min read

Advisor's Edge

Proactive tax planning for 2021

Take these steps to help clients manage tax on pandemic benefits

By Curtis Davis |February 5, 2021

1 min read

Advisor's Edge

Tax planning in a unique year

CERB, combined with lower deductions, is a recipe for potential tax owing

By Curtis Davis |October 30, 2020

1 min read

Estate Planning

How to unlock a life income fund

If clients need liquidity, there are options

By Curtis Davis |June 11, 2020

1 min read

Tax News

Tax treatment of federal Covid-19 measures

RRIFs, CERB and working from home have tax implications

By Curtis Davis |April 14, 2020

1 min read

Tax News

Help clients calculate RRSP limits

Breaking down pension adjustments and other challenges

By Curtis Davis |February 20, 2020

1 min read

Advisor's Edge

Sprinkle the income, but beware the tax

A TOSI case study

By Curtis Davis |February 7, 2020

1 min read

Advisor's Edge

Investing personally or in a corporation

How passive income rules factor in to the decision

By Curtis Davis |November 29, 2019

1 min read

Advisor's Edge

Revisiting salary versus dividends in light of federal tax changes

New considerations for incorporated small business owners

By Curtis Davis |October 25, 2019

1 min read

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