Michelle Munro

Tax & Estate

Michelle Munro is director, tax planning, for Fidelity Investments Canada ULC.

Industry

Investment fees — what’s deductible?

This article examines when clients can get a tax break on investment fees.

By Michelle Munro |April 5, 2016

5 min read

Planning and Advice

TFSAs reduce retirement income risk

Retirement is idealized in advertisements as a time of comfort and leisure.

By Michelle Munro |August 26, 2013

6 min read

Tax News

RRSP essentials and strategies

After 55 years, you would think that the basic idea behind RRSPs would be ingrained in Canadians' minds. Judging by the fact that only a quarter of eligible tax filers made a contribution, they might not even know enough.

By Michelle Munro |February 5, 2013

6 min read

Tax News

Keep tax planning at forefront

Tax season is over. But that doesn’t mean your clients should forget about their taxes until next year.

By Michelle Munro |July 11, 2012

2 min read

Tax News

Back to basics at tax time

The April 30 tax filing deadline is quickly coming into view. Are your clients prepared? As an advisor you might not think it essential to remind clients about the basics, but the help you can provide cements relationships by letting clients know you’re always looking out for them.

By Michelle Munro |March 26, 2012

6 min read

Planning and Advice

Residency rules snowbirds need to know

Avoiding Canadian winters by heading to the warmer climate of the southern United States has long been a common goal for Canadian retirees. These snowbirds look to enjoy the warm weather while maintaining their Canadian ties. For many it's a great way to spend a part of their retirement, as long as they are aware of the potential tax consequences.

By Michelle Munro |November 16, 2011

6 min read

Tax News

Boom, trust and echo II

Here's a question to see how closely you've been reading my column. How many of you remember Ashley, the prototypical echo boomer profiled in December 2010?

By Michelle Munro |October 31, 2011

6 min read

Tax News

RESP withdrawals 101

What you need to know

By Michelle Munro |October 4, 2011

6 min read

Tax News

Neighbourly advice on tax-efficient income

Sooner or later, every homeowner is going to face the decision that my neighbour is about to make. She is of an age and life stage where it makes sense to sell her house and move into a home that requires less upkeep and physical demands. Of course, deciding to move is only part one […]

By Michelle Munro |August 3, 2011

6 min read