Cottage Tax and Estate-Planning Webinar


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

Hosted By:

Nancy Partridge, CFP, FMA, FCSI, Investment Advisor, RBC Dominion Securities