Doug Carroll

Tax & Estate

Doug Carroll, JD, LLM (Tax), CFP, TEP, is a tax and estate consultant in Toronto.

What to know before commuting a pension

The rules are complex, and so is your decision

By Doug Carroll | November 27, 2023

5 min read

What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

By Doug Carroll | October 10, 2023

3 min read

Can a trust avoid tax on a deceased person’s RRSP?

A trustee’s tax liability has limits, a court case suggests

By Doug Carroll | March 23, 2021

4 min read

Chess and retirement planning

The decumulation game requires a dynamic strategy

By Doug Carroll | January 22, 2021

3 min read

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

By Doug Carroll | November 13, 2020

3 min read

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

By Doug Carroll | July 2, 2020

3 min read

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

By Doug Carroll | June 9, 2020

4 min read

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

By Doug Carroll | April 1, 2020

4 min read

Disputing when critical illness insurance is payable

Former cabinet minister John Manley lost a case contesting a policy's "triggering event"

By Doug Carroll | January 28, 2020

3 min read

Corporate investments and the small business rate

Developing a plan for extracting corporate money

By Doug Carroll | February 5, 2019

3 min read

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

By Doug Carroll | October 15, 2018

3 min read

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