How to Strategically use RSUs to Save Tax

Описание: In this case study, we’re going to be looking at a client that we recently assisted, named John. He was employed by a prominent Canadian telecom company and benefited from an exceedingly generous RSU (Restricted Stock Unit) program.

We’ll highlight the strategic financial choices we helped him make to unlock the potential of his RSUs and accomplish his goals while minimizing his tax liabilities.

Visit our article, Strategic RSU Utilization: A Case Study in Tax-Efficient Investment: https://www.fergusonfinancialplanning...

Jacqueline Ozdemir is a Financial Advisor at Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
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