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Tax & Estate Planning

Wilmot George

Wilmot George , CFP, TEP, CLU, CHS, is vice-president, Tax, Retirement and Estate Planning at CI Investments. Wilmot can be contacted at wgeorge@ci.com.

Donating to charity can be rewarding, both personally and financially.

  • November 10, 2015 August 21, 2018
  • 06:00

As Canada’s baby boomers settle into retirement, many are being caught off guard by their complex financial situations

  • August 11, 2015 September 18, 2018
  • 12:00

When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.

  • May 26, 2015 August 28, 2018
  • 09:45

When working with business owners, advisors should be aware of the different tax-planning concerns stemming from employer-employee and payer-independent contractor relationships. Each has pros and cons.

  • October 9, 2014 August 21, 2018
  • 15:33

This year’s federal budget proposed changes aimed at bolstering business-owner tax compliance by eliminating a perceived loophole in GST/HST legislation.

  • March 5, 2014 August 21, 2018
  • 05:00

Owners of private companies are often unaware of the potential for double taxation on death. The following case study will demonstrate how critical careful estate planning is for avoiding this punitive outcome.

  • November 1, 2013 August 31, 2018
  • 05:00

The government wants more small businesses. So it’s reduced taxes on business income and made some business-related expenses deductible.

  • June 10, 2013 August 20, 2018
  • 05:00

What’s the tax impact of DSC fees? The charges may apply to both registered and non-registered investments, but if clients want to withdraw from RRSPs, RRIFs and TFSAs, they should know the tax implications of DSCs.

  • June 1, 2012 August 14, 2018
  • 06:00

There are two certainties in life – death and taxes

  • May 30, 2012 August 31, 2018
  • 06:00

For at least a decade, there have been organizations and individuals who have promoted the natural person argument which suggests that natural persons are not subject to the Income Tax Act.

  • January 31, 2012 August 23, 2018
  • 14:14

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When tech tools are too good, clients may suffer

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A warning on interest deductibility

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  • July 13, 2018 September 10, 2018
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  • February 5, 2019 February 5, 2019
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Caution when counselling DB-to-IPP transfers

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  • October 15, 2018 October 23, 2018
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Estimating the cost of CPP additions for employees

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  • September 21, 2018 February 1, 2019
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  • February 1, 2019 February 1, 2019
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  • August 8, 2018 September 7, 2018
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  • January 18, 2019 January 18, 2019
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  • December 11, 2018 December 11, 2018
  • 14:45

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RRSPs and TFSAs: unused contribution room at death

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CRA targets RRSP, TFSA abuses in long-awaited tax document

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  • June 12, 2018 September 10, 2018
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  • 15:14

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  • June 28, 2018 September 7, 2018
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Quirks and foibles with insurance policy loans

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