What Your Accountant Forgot to Mention
4 tax strategies for households with $1M+
May 5, 2026
Most people think they have a tax strategy. What they actually have is a habit — and for high-net-worth Canadians, that habit could be costing significantly more than they realize over their lifetime.
In this webinar, Wealthsimple's Alicia (CFA) and lead tax specialist Kris Kibler (CPA, CA, CFP, TEP, MPAcc) break down 4 counterintuitive tax strategies that go beyond the standard advice:
► The Smith Manoeuvre — how to convert a non-deductible mortgage into a tax-deductible investment loan
► Spend or Gift More — why spending in retirement can actually reduce your lifetime tax bill
► Principal Residence Exemption Strategy — how to apply Canada's biggest tax shelter strategically when you own multiple properties
► RRSP Early Meltdown — why waiting until age 72 to draw down your RRSP could be one of the most expensive decisions you make
Every strategy is illustrated with a real case study of a high-net-worth couple (Alex & Priya) — with actual numbers to show what's at stake.
Relevant if you're a Canadian with $1M+ in investable assets and want to optimize your plan beyond the basics.
Disclaimer
This content is for information purposes only and should not be considered individual financial advice. Please consult a qualified advisor before making any financial decisions. Wealthsimple Wealth Management is available for clients with min. $1,000,000 in assets under management and is subject to additional fees. Wealthsimple Wealth Management is provided by Wealthsimple Investments Inc. (WSII), a member of the Canadian Investment Regulatory Organization (CIRO).