Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

VIDEO: 2017 Proposed Tax Changes: What You Need To Know


Click to view:

Proposed Tax Reform | Part 1: The Main Issues (David Sung)

Proposed Tax Reform | Part 2: Leveling the Playing Field (David Sung)

Proposed Tax Reform | Part 3: Where All of This Started (John Nicola)

Proposed Tax Reform | Part 4: And Now, For the Rest of the Story (John Nicola)

Proposed Tax Reform | Part 5: The Doctor and The Civil Servant (John Nicola)

Proposed Tax Reform | Part 6: Impact on Private Business (John Nicola)

Proposed Tax Reform | Part 7: Plan B – Tax Planning Strategies (John Nicola)

Proposed Tax Reform | Part 8: Consequences and Next Steps (John Nicola)

Proposed Tax Reform Q&A | Part 1: Can you comment on federal government claims that 80% of passive investment income in Canada earned by 2% of CCPCs??

Proposed Tax Reform Q&A | Part 2: Keeping pressure on MPs and the impact on Canadian doctors and medical specialists

Proposed Tax Reform Q&A | Part 3: Are insured Shareholders Agreements using Capital Dividend Accounts at risk?

Proposed Tax Reform Q&A | Part 4: When are the new tax rules coming out?

Proposed Tax Reform Q&A | Part 5: What do you anticipate the tax rules (e.g. income splitting) will actually be?

Proposed Tax Reform Q&A | Part 6: If you don’t need passive income, could you change the nature of your portfolio to reduce that?

Proposed Tax Reform Q&A | Part 7: What is the risk of making changes now when we don’t know what the tax rules will be?

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