14 Tax And Planning Strategies Every Luft Financial Client Should Consider For 2026

Описание: In this video, Robert Luft walks through 14 tax and planning strategies every Luft Financial client should consider for 2026. This update covers practical areas like charitable giving, capital gains planning, TFSA and RRSP strategies, estate updates, and how these pieces fit within your broader financial plan.

Featured in the video:
Robert Luft CFP®, CIM®
Senior Portfolio Manager,
Luft Financial, iA Private Wealth
Founder, Luft Financial

0:00 - Introduction
0:36 - Establish a Charitable Giving Plan
2:19 - Review TFSA Contribution Room
2:49 - Review RRSP Strategy (Not Just the Deadline)
3:32 - Plan Capital Gains and Losses Strategically
4:05 - Make a 2026 RESP Contribution
4:29 - Contribute to a First Home Savings Account (FHSA)
4:54 - Review Opportunities to Make Debt Tax-Deductible
5:45 - Create Eligible Pension Income
6:10 - Review Income-Splitting Opportunities
6:28 - Revisit Corporate Tax Planning
6:44 - Check Withholding and Instalment Requirements
7:00 - Get Organized Now for Tax Season
7:18 - Update Estate and Beneficiary Designations
7:37 - Coordinate Everything with Your Financial Plan
7:55 - Conclusion

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This information has been prepared by Robert Luft who is a Senior Portfolio Manager for iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

Robert Luft, Jonathan Glougie, Ryan Smillie*
*Insurance products and services are offered through Luft Financial Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Karman Gill**
**Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.