Jennifer Poon
Advisory
Insights
Featured ...
Inter vivo trust planning, the impact on estate plan
Explaining the new estate information return
What tax returns tell us about us
Clients with private corporations, what you need to know
Charitable donations - structuring gifts with passive retirement income
Charitable donations - what you need to know in 2016
Use it or lose it - tax changes for prescribed annuities
Good reads
Curated read of what's on our mind now.
How high net-worth investors are handling high interest rates
11 tax changes and new rules that will affect your finances in 2023
Preserving Wealth Is A Very Different Discipline than Creating it
Luxury tax take affect
Saputo sisters foreged their own paths
Investing outlook for 2023: ‘It’s a matter of staying safe’
Inflater and the interest rate league
Top Six Trust Issues in Family Law
​
​