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Join us as we hear from Wilmot George, of CI Global Asset Management. Learn essential tax & estate strategies for your portfolio.About this Event
For many, real estate is their most significant financial asset(s).
And, while real property carries the potential for consistent and dependable growth, there are many issues to consider from a financial planning perspective. This presentation discusses tax and estate planning considerations for real property including principal residences, vacation and investment properties. Included is discussion about taxation while owned and at sale, lifetime versus estate transfers.
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Event Venue & Nearby Stays
SANS-SOUCI, 240 Front Street, Belleville, Canada
Tickets
CAD 0.00
