Capital gains inclusion and you

What are the proposed changes and how could they impact you

On May 7, 2024, our advisors discussed capital gains inclusion and the proposed changes that were being made for individuals, corporations, and trusts. They explored different considerations you should weigh before deciding whether or not to take action, provided different scenarios to help illustrate how much of an impact these changes could have, and answered viewer questions.

About Wealthsimple Advisors

Wealthsimple is one of Canada’s fastest growing and most trusted money management platforms. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves 3 million Canadians and holds over $30-billion assets. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. To learn more, visit www.wealthsimple.com.

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