Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Year-End Money in the Bank!

December 10, 2009 - 0 comments

How can I get a refund for a capital gain I earned in 2006?  Why is now a good time to contribute to a spousal RRSP?  What should I do for my 17 year old’s RESP?  Can I avoid tax on year-end mutual fund distributions?  How did my portfolio do compared to the index in 2009?  These are some of the year-end planning tips that Cameron discusses with host Alanna Petroff in this week’s Science of Investing. Have a listen.


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