Business owners require careful planning to achieve a tax-efficient retirement, particularly given changes to the capital gains inclusion rate and the taxation of passive income.
In this virtual roundtable, airing live on Thursday, November 28, 2024, at 1:00pm ET, hosted by Advisor.ca and Investment Executive, panellists will discuss the pertinent planning issues and how to address them.
Presented by:
Wilmot George, Vice President and Head, Tax, Retirement & Estate Planning, CI Global Asset Management
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management
Jing Roy, Vice President & Director, Portfolio Manager, Asset Allocation, TD Asset Management Inc.
Moderated by:
Kevin Press, Editorial Director, Advisor.ca and Investment Executive
Register now and earn CE credits from FP Canada and CIRO Cycle 10 (IIROC) (credits pending approval
Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to CIRO Cycle 10 (IIROC) and FP Canada for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.
If you have any questions, please contact support@cecorner.ca
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