CE Corner: Tax-Efficient Investing

The aim of tax-efficient investing is not to simply minimize taxes — it’s to maximize the after-tax returns of any investments.

To clarify and expand on this topic, Advisor.ca asked André Fok Kam, a consultant to the financial services industry and author of the book From Conflict to Trust: How Mutual Funds Manage Conflicts of Interest, to author this continuing education course, which also appeared in the January to March 2011 issues of Advisor’s Edge Report.

In clear, concise language and with the aid of simple examples, André enumerates the principles, pitfalls and applications of tax-efficient investing. We hope you enjoy and learn much from this course.

To take the course, click here.

André Fok Kam, CA, MBA is a consultant to the financial services industry. He authored the Tax-efficient Fund Investing Course offered by the IFSE Institute (www.ifse.ca). He is a member of the Independent Review Committee of the Standard Life Mutual funds.

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.