Webinar | Beyond the Brackets: Strategic Tax Planning from Smart Investing to Estate Success
Register by February 25
This presentation will provide a basic understanding of how taxes impact your financial life. We will explore what can be done now, and in the future, to minimize the taxes you pay at critical points in your life. We will cover the following concepts:
- Income tax basics: the different Canadian tax brackets, and their impacts on different account types (RRSP, TFSA, non-registered)
- Tax considerations when investing: portfolio construction and taxation considerations, and tax implications when you withdraw investment funds
- Tax-sheltering strategies
- Charitable giving: how to utilize charitable giving throughout your life to minimize your taxes
- Optimized assets: an introduction to insurance as an optimized tax shelter that provides access to cash throughout retirement
- Tax-planning timelines: a discussion on the right timing for these strategies, and proper estate planning
The session concludes with key takeaways and an open Q&A.
Join the Calgary Branch for this event.
For any questions about this event, please contact [email protected]
About the presenter
Born and raised in Calgary, Alberta, Dallin Doney, P.Eng. holds a Bachelor of Science in Geomatics Engineering from the University of Calgary and a Master of Business Administration with a specialization in finance, also from the University of Calgary. He holds a professional engineer designation through APEGA and is working towards his designation as a certified financial planner.
Dallin has extensive international sales and business development experience in the oil and gas and high-tech industries. In previous roles Dallin has had great success in creating strategic customer relations and leading professional sales teams. He has established a successful financial planning practice with IG Wealth Management and continues to grow his practice.
