Without a clear tax strategy, even the most diligent wealth\u2011building efforts can fall short\u2014particularly as retirement approaches. This challenge was central to The Globe and Mail\u2019s April 7th webcast, which explored how smart tax planning can strengthen long\u2011term financial security. The event brought together financial experts who unpacked how proactive tax decisions can enhance long\u2011term wealth and retirement readiness. Speakers shared practical strategies to help Canadians keep more of their income, including maximizing tax\u2011advantaged accounts such as RRSPs and TFSAs and using income\u2011splitting strategies to reduce overall tax burdens. Estate planning was also a key focus, with guidance on minimizing taxes owed at death and preserving wealth for future generations.<\/p>\n
Missed the live event or would like to view it again or share? Please scroll down to the video player, below.<\/p>\n
Speakers: <\/p>\n
Julie Petrera, Director, Financial Planning, Edward JonesAmin Mawani, Professor of Taxation & Schulich Research Excellence Fellow, York UniversityJason Heath, Managing Director, Objective Tax & Accounting Inc.Rudy Mezzetta, Reporter, Globe Advisor<\/p>\n
The Globe and Mail presented the event with sponsor support from Edward Jones. To learn about upcoming Globe and Mail events visit www.globeandmail.com\/events. <\/p>\n
Event summary produced by The Globe and Mail Events team. The Globe\u2019s editorial department was not involved.<\/p>\n","protected":false},"excerpt":{"rendered":"Without a clear tax strategy, even the most diligent wealth\u2011building efforts can fall short\u2014particularly as retirement approaches. This…\n","protected":false},"author":2,"featured_media":604519,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[17568,45,49,48,133,81686,148174,148175,1398,1399,131,132],"class_list":{"0":"post-604518","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-advblackout","9":"tag-business","10":"tag-ca","11":"tag-canada","12":"tag-finance","13":"tag-hidenewsletterblock","14":"tag-marketingevent","15":"tag-memberexperience","16":"tag-nodelphi","17":"tag-nopolly","18":"tag-personal-finance","19":"tag-personalfinance"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/604518","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=604518"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/604518\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/604519"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=604518"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=604518"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=604518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}