Year-end tax planning strategies

The holiday season is here again, which means it's time to start thinking of ways for advisors and their clients to reduce their tax burden. Rising inflation and ongoing economic uncertainty make year-end tax planning even more important for many Canadian households this year. Wilmot George, vice-president and team lead, tax, retirement and estate planning at CI Global Asset Management speaks with Brenda Bouw of Globe Advisor to discuss some of the personal tax considerations that advisors should be discussing with clients before the New Year.

The Globe and Mail