Videos
Capital Gains Inclusion Rate - 2024
During this session, I explain the increase in the inclusion rate on the capital gains tax for corporations and individual, dive deeper into its impact and the ripple effect on other aspects of our wealth specifically applied to high net worth physicians.
Whole Life Insurance
In this 40 minute session, I start by briefly discussing the mechanics of whole life insurance and which demographic should consider it. More time is focussed on how to ensure you are not overpaying in premiums, being oversold in coverage and feel confident this remains a viable option to borrow against when the time approaches (eg.retirement).