As 2025 comes to a close, it’s the perfect time to take stock of your investments, and your taxes.
In this month's update, Brad Wilson, CIM® breaks down one of the most valuable year-end strategies for Canadian investors: tax-loss selling.
He explains how realizing losses can reduce your tax bill, when the strategy makes sense (and when it doesn’t), what accounts it applies to, and how to avoid the superficial loss rules that can derail your planning.
Before the year ends, make sure your portfolio and tax strategy are aligned for a strong start to 2026. 📈
Tune in, learn the essentials, and get ahead of your planning... and your peace of mind.