David Truong

David Truong, Pl.fin, CFP, CIWM, M.Fisc, works as a senior consultant, expertise centre, at National Bank Private Banking 1859. He also teaches at McGill University.

Planning and Advice

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

By David Truong |August 4, 2021

3 min read

Estate Planning

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

By David Truong |January 30, 2018

3 min read

Industry

Registered plans and lifetime benefit trusts

What to consider regarding the use of LBTs

By David Truong |January 9, 2018

3 min read

Industry

DTC eligibility for taxpayers with Type 1 diabetes

Why people living with Type 1 diabetes have been refused the Disability Tax Credit

By David Truong |December 20, 2017

4 min read

Tax News

RDSPs: Plan your 10 years

Here's why 2018 is an important year

By David Truong |December 4, 2017

3 min read

Tax News

Case study: Planning for the future of a disabled child

What to think about when a newborn has a disability

By David Truong |November 28, 2017

4 min read

Industry

Which tax tools require DTC eligibility?

The Income Tax Act includes a number of financial planning tools for disabled individuals

By David Truong |October 10, 2017

4 min read

Industry

All about the disability tax credit

Understand the DTC and how to use it

By David Truong |October 5, 2017

4 min read

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