Matt Trotta

Tax & Estate

Matt Trotta is vice-president, Tax, Retirement and Estate Planning with CI Global Asset Management.

Defining trusts for tax reporting and compliance

Your client may have a trust and not know it

By Matt Trotta |February 8, 2024

5 min read

RRSPs and estate administration

Understand the effects of beneficiary designations on tax after death

By Matt Trotta |November 15, 2023

6 min read

RESPs and blended families

A client scenario illustrates pitfalls to avoid with proper planning

By Matt Trotta |August 30, 2023

5 min read

How employee ownership trusts limit estate planning

Challenges for business-owner clients include taxable disposition and compliance costs

By Matt Trotta |June 21, 2023

5 min read