Curtis Davis

Curtis Davis, FCSI, CFP, TEP, is director for tax, retirement and estate planning services, retail markets at Manulife Investment Management.

Estate Planning

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

By Curtis Davis |December 5, 2023

4 min read

Tax News

The cost of TFSA contributions for non-residents

Case study explains the consequences

By Curtis Davis |September 27, 2023

3 min read

Advisor's Edge

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

By Curtis Davis |March 31, 2023

3 min read

Advisor's Edge

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

By Curtis Davis |November 7, 2022

3 min read

Tax Strategies

Tax-loss selling: investing’s moral victory

Help clients turn investment losses into a tax win

By Curtis Davis |November 3, 2022

5 min read

Advisor's Edge

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

Advisor's Edge

Spousal RRSPs: What you need to know

Make sure clients don’t run afoul of the attribution rules

By Curtis Davis |March 14, 2022

3 min read

Advisor's Edge

Three things to do before tax season

Now is the time to review plans jolted by the pandemic

By Curtis Davis |February 4, 2022

3 min read

Advisor's Edge

Tax-efficient drawdowns of RESPs

Help this client and her daughter maximize their savings account

By Curtis Davis |November 2, 2021

3 min read

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