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 Portfolio Planning Tips

December 3, 2010 - 0 comments

Each end of year is a very important time to review certain aspects of your portfolio. This includes doing what you can to minimize the amount of taxes you may owe.

In this week’s Science of Investing, host Leah Walker and Cameron discuss the various items that should be on your year-end checklist for your portfolio. Have a listen.

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