News and resources for Canada's top financial advisors
Est. 1998
Tax & Estate
Wilmot George, CFP, TEP, CLU, CHS, is vice-president, Tax, Retirement and Estate Planning at CI Global Asset Management. Wilmot can be contacted at wgeorge@ci.com.
Tax Strategies
Help clients get the maximum benefit from these accounts
By Wilmot George |October 10, 2023
1 min read
Tax News
Help clients realize a capital loss while maintaining market exposure
By Wilmot George |April 26, 2023
Transactions, including property flipping, require proper tax reporting
By Wilmot George |January 6, 2023
A client scenario illustrates whether withholding taxes apply
By Wilmot George |August 15, 2022
Tax rules offer flexibility when a client has both a spouse and a common-law partner
By Wilmot George |March 30, 2022
Completing the T1’s marital status isn’t always straightforward
By Wilmot George |November 30, 2021
Estate Planning
Consider the tax consequences before transferring property after a separation
By Wilmot George |July 19, 2021
The absence of withholding taxes can create unexpected consequences if no planning is done
By Wilmot George |March 19, 2021
Consider these options to avoid unexpected tax results
By Wilmot George |November 20, 2020
Find out if your client is still eligible for the PRE
By Wilmot George |July 22, 2020
Can your client claim the PRE after moving to assisted living?
By Wilmot George |May 5, 2020
More on pension income splitting for the year of death
By Wilmot George |November 15, 2019
What clients need to know about reporting transactions
By Wilmot George |July 18, 2019
Help your client’s family by understanding the tax rules
By Wilmot George |May 7, 2019
Overcontributions can result in more than a simple penalty tax
By Wilmot George |December 11, 2018
There are some situations where a tax-deferred transfer might not be the best option
By Wilmot George |July 9, 2018
Find out what types of income add to the calculation of deduction room
By Wilmot George |February 22, 2018
Understand which one offers a planning opportunity
By Wilmot George |November 1, 2017
Find out the details
By Wilmot George |July 21, 2017
How do new PRE rules introduced in October 2016 change things?
By Wilmot George |May 1, 2017
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
December 9, 2021|5 min read
May 14, 2021|5 min read
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