AVOID CAPITAL GAINS TAX! 🎯 Donating Appreciated Securities Strategy in Canada
Автор: Harry Sale Wealth
Загружено: 2025-06-14
Просмотров: 1279
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Want to maximize your charitable donations? Sonya Dolguina reveals the tax-smart way to donate that most Canadians completely miss!
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Learn tax-efficient charitable donation strategies using appreciated securities, avoiding capital gains tax on donations, corporate vs personal donation benefits, and how charitable giving can create tax-free dividend income through CDA accounts.
This video has been prepared by and expressed the opinions of Harry Sale, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This video is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this video is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. Raymond James Ltd. Financial Advisors may only transact business in provinces and/or states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in provinces or states where the financial advisor is not registered. Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund. This social media network is an independent organization and is not affiliated with Raymond James Ltd. Views expressed via social media posts are the current opinion of the author, but not necessarily those of Raymond James Ltd. or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.
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