By Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial

Only 10% of Canadians are aware of this.

In this edition of The Bulletin, the focus is all on tax-mitigation.
With the capital gains increase in the summer, planning is more vital than ever.

A lot of people think that by making a bequest, they are leaving less to their families. That is not the case.

Let’s look at strategies we can put in place to disinherit the CRA.

Click below to watch the discussion.

Further videos to come throughout the month.

Alternatively, you can watch/follow the discussion on LinkedIn.

Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial
mark@bullfinancial.ca
905-576-0230

This is a general guide only and is not intended to replace professional financial and tax advice in any form. Please consult a professional financial advisor on how it relates to your situation. The information provided here is accurate as of the date of publication.