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Tax Talks:
Actions & Strategies

Wednesday, November 3, 2021 | 1:00pm ET

THIS EVENT IS FOR INVESTMENT ADVISORS ONLY

WEBINAR TOPIC

Government Talk Can Soon Become Action…
Is Your Client Ready?

Taxes on high-income earners and high-net worth individuals are being contemplated both in Canada and in the USA. Understand the implications and strategies that one can take now to better position clients for potential changes. In addition, gain insights on key strategies to preserve wealth, mitigate taxes and add value to your services for your affluent clients.

Join leading financial experts as they provide insights on:

  • Potential areas that the Canadian tax law may change based on the recent Federal election platforms and possible strategies for your clients
  • Looking out for tax changes south of the border including US estate taxes and potential implications for Canadians
  • Review of 2021 tax loss selling strategies for your clients
  • How ETFs provide tax efficient exposures
FEATURED SPEAKERS

Meet Our Experts

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John Waters, CPA, CA, CFP, TEP
Vice President, Director of Tax Consulting Services,
BMO Private Wealth

Alfred Lee

Alfred Lee, CFA, CMT, DMS
Portfolio Manager & Investment Strategist, BMO Global Asset Management

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Rene Dinter
Director, ETF Distribution,
BMO ETFs

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., and BMO’s specialized investment management firms. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts or prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

This webinar is for information purposes. The information contained in this webinar is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

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