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.
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\u200bIn 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:
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\u200b\u25ba The Smith Manoeuvre — how to convert a non-deductible mortgage into a tax-deductible investment loan
\u200b\u25ba Spend or Gift More — why spending in retirement can actually reduce your lifetime tax bill
\u200b\u25ba Principal Residence Exemption Strategy — how to apply Canada's biggest tax shelter strategically when you own multiple properties
\u200b\u25ba RRSP Early Meltdown — why waiting until age 72 to draw down your RRSP could be one of the most expensive decisions you make
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\u200bEvery 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.
\u200bRelevant if you're a Canadian with $1M+ in investable assets and want to optimize your plan beyond the basics.
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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).
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