Thursday, February 3, 2022 | 4:30 to 5:30 p.m.
This informative webinar will help you plan for the future of your recreational property. Learn about the following:
Vivek Bansal, Director, Tax and Estate Planning, Mackenzie Investments Will Review:
- Succession-planning strategies
- Taxation of cottage properties
- Principal residence exemption
- Decision-making considerations
- Use of trusts
Annett LeBeau, Estate Planning Specialist, RBC Dominion Securities, Will Review:
- How to efficient fund the tax liability
- How to equalize the estate amongst family members
- How to create a fund to provide for ongoing cottage upkeep, maintenance, & expenses
Register for the webinar with this link.
Please RSVP to Nancy Partridge by phone 705-476-3465 or e-mail firstname.lastname@example.org.
Nancy Partridge, CFP, FMA, FCSI, Investment Advisor, RBC Dominion Securities