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Exclusive Webinar:

Tax and Estate Planning

Learn the most effective tax saving and estate planning strategies that will protect your estate and ensure you leave a lasting legacy.

Date: Wednesday, Sept 29
Time: 7:00PM – 8:00PM (PST)

Featured Experts:

Pat Caffrey Headshot

Patrick Caffrey CPA, CA, TEP

Associate VP, Tax Specialist

Patrick is a Chartered Professional Accountant and a Trust and Estate Practitioner who specializes in providing comprehensive planning services for individuals, corporations, trusts, and estates.

Chris Mills Headshot

Chris Mills, CIM

Financial Advisor

Financial Advisor

Chris is a Chartered Investment Manager with over a decade of experience advising high-net-worth clients in both Canada and the U.S. on all aspects of their personal finances. 

At LT Wealth, we help people plan their lives and navigate change with the goal of helping them achieve long-term financial success. One of the key components of what we do revolves around effective tax and estate planning.

What will We Cover?

Tax and Estate Planning Considerations

  • Strategies for saving tax dollars now and in your estate
  • Importance of drafting a will and Powers of Attorney
  • Best Ways to structure your investment accounts
  • Question and Answer period

Strategies for saving tax dollars now and in your estate

Importance of drafting a Will and Powers of Attorney

Best ways to structure your investment accounts

Question and Answer period

Tax and Estate Planning Graphic

How to Save Taxes When Selling Your Home

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Tax Updates:

Patrick Caffrey, CPA, CA, TEP is a member of the Economic Advisory Board at the City of Richmond and is a contributor to the Richmond Business News. You can read his most recent article below:

Aug 10, 2021

Structure your accounts Properly to save thousands

The way you structure and set up your investment accounts could save you tens of thousands of dollars. The focus of our attention is often the investments or stocks within our portfolio, while the structure itself can be overlooked… read more

Mar 28, 2021

save on taxes when selling your property

Our homes are most often the largest asset that we will own in our lifetime. Many of us are aware that when we sell our primary home, we generally do not have to pay any tax. This is referred to as the ‘principal residence exemption’, and it allows us to claim one property per year to be exempt from tax… read more

Feb 21, 2021

Covid-19 - Tax Savings For Working From Home

Working from home during the COVID-19 pandemic has resulted in many of us having higher internet, electricity and heating costs. With the savings from not having to commute to work each day, these additional costs may be easier to manage; however, there is a tax break that could save you money on your 2020 tax return… read more

Disclaimer:

Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a Member of the Canadian Investor Protection Fund.  Not intended to solicit clients currently working with a Raymond James Financial Advisor. By registering for the retirement edge webinar you give LT Wealth Management Partners explicit to contact you via email. Please note that your personal information: a) may be shared with an external service provider; specifically, your name and email address; b) disclosure is solely for the purpose of receiving educational materials and newsletters; and c) may be stored or backed up on a server outside of  Canada. You may unsubscribe at any time.

Tax and Estate Planning Webinar

Wednesday, Sept 29
7:00PM – 8:00PM (Pacific Time)

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