Wilmot George

Tax & Estate

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

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

By Wilmot George | October 10, 2023

6 min read

Tax-loss selling: Superficial loss and identical property rules

Help clients realize a capital loss while maintaining market exposure

By Wilmot George | April 26, 2023

5 min read

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

By Wilmot George | January 6, 2023

4 min read

What happens to non-residents’ RRSPs and RRIFs when they die?

A client scenario illustrates whether withholding taxes apply

By Wilmot George | August 15, 2022

4 min read

Love and taxes, Part II: Tax and estate planning for two spouses

Tax rules offer flexibility when a client has both a spouse and a common-law partner

By Wilmot George | March 30, 2022

5 min read

Love and taxes: What the CRA needs to know about your intimate relationships

Completing the T1’s marital status isn’t always straightforward

By Wilmot George | November 30, 2021

3 min read

Don’t let real estate add to relationship woes

Consider the tax consequences before transferring property after a separation

By Wilmot George | July 19, 2021

4 min read

RRSPs, RRIFs and withholding taxes at death

The absence of withholding taxes can create unexpected consequences if no planning is done

By Wilmot George | March 19, 2021

4 min read

How to extract cash from a corporation

Consider these options to avoid unexpected tax results

By Wilmot George | November 20, 2020

5 min read

Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

By Wilmot George | July 22, 2020

3 min read

Long-term care and the principal residence exemption

Can your client claim the PRE after moving to assisted living?

By Wilmot George | May 5, 2020

4 min read