New Tax Rules on Capital Gains

Thursday, October 24, 2024  | 12:00 PM Pacific Daylight Time  |  1 hour

Explore strategies to protect your financial future

Canada’s capital gains tax rules changed in June 2024. If you are planning to sell or transfer any investments, holdings, properties or a business, you could be facing a much bigger tax bill than before. Learn how you can keep more of what you’ve worked so hard to earn.

Paying tax is one of life’s inevitabilities, but there are ways to mitigate and minimize the burden on you and your family. Join our panel of financial, investment, tax and accounting experts as they review the changes to Canada’s capital gains tax rules with practical solutions, tips and strategies to get the most out of your investments.

Sign up today for this complimentary webinar featuring Tyler Fichtner, Investment Advisor, and Kimberly Lamoureux, Financial Advisor, from BlueShore Financial with tax and accounting advice from special guests, Janice Tai, Partner, and Julia Parciak, Manager from accounting firm Cahill CPA.

Over the hour, you’ll learn:

  • The new rules on capital gains taxes and what it means for you
  • The impact on your assets, including real estate, business, investment portfolios and other high-value holdings
  • How to address these changes in both your financial and estate plans
  • How to navigate through the changes with ways to recalibrate your tax obligations
  • Investment approaches to consider moving forward 

This webinar will share and explore strategies, tips and scenarios for individual investors and families and those who are concerned what the new rules mean to them, their assets and the impact on their financial future.

 

Register

Meet Our Speakers

Tyler Fichtner, CPA, CA

Investment Advisor, BlueShore Financial 

 

Tyler Fichtner is an Investment Advisor at BlueShore Financial. He works with clients to develop investment strategies on wealth accumulation and preservation that integrate directly with their overall investment plans. In addition to his investment advisory experience, Tyler also has Chartered Accountant (CA) and Chartered Professional Accountant (CPA) designations, which enables him to bring a solid understanding of the role of tax planning for individuals and business owners. 

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Kimberly Lamoureux, CFP®

Financial Advisor, BlueShore Financial

 

As a Financial Advisor with BlueShore Financial, Kimberly Lamoureux is focused on helping clients with their financial planning needs, simplifying complex financial situations to help them learn, grow, and succeed. Committed to continuous learning, she has augmented her financial planning experience by earning the coveted Certified Financial Planner® (CFP) designation.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.  
 

Julia Parciak, CPA 

Manager, Cahill CPA

 

Julia Parciak is a Manager at Cahill CPA in North Vancouver, BC. She graduated with a bachelor’s degree in Accounting and Financial Management and a Master of Accounting, both from the University of Waterloo in her native Ontario. After finishing her studies, she moved to British Columbia, and now works to help clients with accounting matters at Cahill CPA.

Janice Tai, CPA, CA

Partner, Cahill CPA 

 

Janice Tai is a Partner at Cahill CPA. She brings over 20 years of experience and especially enjoys helping clients with a variety of tax planning. She specializes in estate and trusts, as well as succession & estate planning. Born and raised on the North Shore, she is a graduate of Queen’s University with a Bachelor of Commerce degree, and is a qualified as a Chartered Accountant. She has been a partner with Cahill CPA since 2013.