FidelityConnects

Closing the books on 2025: Year-end tax strategies – Jacqueline Power


Listen Later

From capital gains to retirement contributions and charitable giving, join Jacqueline Power, Director of Tax and Retirement Research, as she unpacks what matters most in the final stretch of the year ­– and how to close the books on 2025 with confidence.

Recorded on December 3, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

 

--

 

Jacqueline Power, directrice en chef, Recherche sur la retraite et la fiscalité, sera des nôtres pour expliquer les points essentiels à considérer avant la fin de l’année, allant des gains en capital aux cotisations de retraite et aux dons de bienfaisance, afin de clôturer 2025 en toute confiance.

Date : 3 décembre 2025

Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.

 

...more
View all episodesView all episodes
Download on the App Store

FidelityConnectsBy Fidelity Canada

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

8 ratings


More shows like FidelityConnects

View all
Investing Insights by Morningstar

Investing Insights

525 Listeners

Masters in Business by Bloomberg

Masters in Business

2,177 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

941 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

277 Listeners

Market Insights by Fidelity Investments

Market Insights

53 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,028 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,118 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

213 Listeners

The Long View by Morningstar

The Long View

923 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

73 Listeners

Excess Returns by Excess Returns

Excess Returns

88 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,572 Listeners

Ask The Compound by The Compound

Ask The Compound

323 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

350 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

9 Listeners