We were very fortunate on November 9th to have Rob Pollard and his team, Dr. Wilson Chen and Mina Huang from Raymond James present to our Investment Club on Tax Effective Ways to Pass Along Wealth. This topic is obviously of interest to many of our Club members evidenced by the turnout of over 50 people with more who could not attend asking if the session would be recorded. To see this recording, click on the button below to go to the Investment Club webpage and then scroll to the bottom of that page:
Rob is a Senior VP and Portfolio Manager at the Wyndham Group with Raymond James. The Group was formed with the goal of fostering deep-rooted, long term client relationships, with a strong focus on dividend investing, financial planning and tax. We thank Rob and his team for sharing their extensive breadth of knowledge and experience with us.
The presentation covered many areas from the various types of tax payable at death, probate fees, gifts of cash tax free to your loved ones while you can, charitable giving, executor duties and trusts, and more. The presentation is quite extensive and if you are interested in how to pass on your wealth without Canada Revenue receiving more than its fair share, it is worthwhile to watch the video.
To learn more about the contents of the presentation, you can view the slides used by clicking on the button below:
Some of us who viewed the presentation will certainly watch it again since the one-hour presentation covered many concerns that bear some serious thought.
Probus Club of Kingsway-Islington 