Rudy Mezzetta @rudymezzetta
Financial reporter covering tax, trusts and estates and the Canadian wealth management industry Toronto Joined December 2014-
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Another reminder to help clients understand their TFSA room investmentexecutive.com/inside-track_/…
Get ready for CPP2! investmentexecutive.com/inside-track_/…
Tax practitioners say the federal government’s proposed new alternative minimum tax regime may discourage philanthropy by punishing people who make large charitable donations. buff.ly/3F04lgr
#EstatePlanning implications of the new #FHSA account. via @rudymezzetta @advisorca #cdntax loom.ly/3QZ7cgs
Yeah, I'm kind of a big deal today... ;-) Thanks @rudymezzetta for listening to my over-caffeinated response yesterday! investmentexecutive.com/news/industry-…
Institutional #investors willing to ditch holdings over poor #ESG. buff.ly/3o91qL3
Golombek’s year-end tax tips advisor.ca/news/economic/…
A primer on tax and #cryptocurrencies in #Canada. buff.ly/2Zwb94A
Real tips for managing #retirement spending. buff.ly/3xg5T1k
TFSA limit for 2022 released. buff.ly/3qPWRqr
Tax moves to watch as Parliament returns advisor.ca/tax/tax-news/t…
Just out! Our newest report: Key estate planning documents @cibc cibc.com/content/dam/ci…
“But that’s what the client wanted.” buff.ly/3oALUGM
Next week! Learn how to manage post-retirement portfolios during this #virtualroundtable, airing live November 23 at 1:00pm ET. Attend and earn #CEcredits. Register now to save your spot: buff.ly/3kfotkH #retirement #taxplanning
Rebalancing your client’s #portfolio may require a balancing act. buff.ly/3wE1vZv
Adjusting #portfolios for rising #inflation. buff.ly/3mWLUB5
CBC News has learned from multiple sources that the government is planning to prorogue Parliament, hold a cabinet retreat in September, and bring in a Speech from the Throne in October, followed by a budget or economic update. More to come.
Canadian Chamber of Commerce launches tax system review advisor.ca/tax/tax-news/c…
FSRA offers guidance on unlocking LIRAs and LIFs during Covid-19. ow.ly/z7l850zw0co

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