Do you want to level-up your tax knowledge of segregated funds? The advantages that segregated funds have to offer — automatic resets, the ability to bypass probate and the estate settlement process, make it the ideal solution for investors looking to grow and protect their investments. Yet many aren’t fully aware of the tax issues that come with owning investments in general and segregated funds in particular. Identifying situations where segregated funds may be a good choice for clients can be a challenging task. This session explores the taxation of segregated funds, specifically the tax consequences for older, retired investors holding investments in non-registered accounts. Using case studies, attendees will learn applicable strategies to help optimize tax efficiency, as well as advise clients on the tax implications of their investments – an important and often missing value added service! | 
