In today’s special episode, Kevin Prins, John Waters and Mark Raes talk taxes. After a challenging time in the markets, our experts dive into tax-loss selling strategies to help investors navigate the year’s end. They also discuss the must-know tax rules, the advantages of using ETFs for tax harvesting, and important dates to remember.
CPA, CA, CFP, TEP, Vice President, Director of Tax Consulting Services, BMO Wealth Planning & Advisory Services
John’s areas of expertise include personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives and entrepreneurs.
Before joining BMO Wealth Management, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice. John has also assisted in the design and execution of executive compensation plans and has experience in a wide range of planning scenarios involving the taxation of individuals, corporations, trusts and partnerships. John is a Chartered Accountant (CA), CERTIFIED FINANCIAL PLANNER® or CFP® professional and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm.) from Queen’s University.