Tax and Retirement - A Conversation

A series of conversations on taxes and retirement with Michelle Munro, Director, Tax and Retirement Research at Fidelity, and Wes Ashton, Director of Growth Strategy and Portfolio Manager at Oakwater Wealth Counsel - Harbourfront Wealth Management.

November 15, 2021

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The Tax and Retirement Video Series

What’s the government's plan to address the economy and increasing deficit?

Are changes to the capital gains inclusion rate on the horizon?

Is the principal residence capital gains exemption at risk?

What are the tax consequences of owning a second property?

How could potential tax changes affect business owners?

What should be considered when gifting assets or making a charitable donation?

What can Canadians do to simplify planning for retirement?