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 replay, which aired live on Thursday, November 28, 2024, at 1:00pm ET, hosted by Advisor.ca and Investment Executive, panellists 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
Need CE credits?
Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.
For those who missed the live webinar on Thursday, November 28, 2024 at 1:00 PM (ET), the recording is also available on CE Corner.
You will be required to complete a quiz to obtain a CE certificate from CIRO Cycle 10 (IIROC) and FP Canada. CE accreditation is powered by CE Corner.
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