Portfolio Tax PlanningGerdi Lito, CFAAssociate Portfolio Manager, Manulife Securities IncorporatedLife Insurance Advisor, Upper Canada Capital Inc. As we come close to the end of the year, it is time for some tax planning in your portfolios. We look for opportunities to potentially reduce your tax bill now or optimize future taxable income by redistributing it …
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Certified Financial Planner professional, Canada
A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
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