Investing and Taxation | GPWL941



Description

Instead of chasing after higher returns and incurring more risk, it can make more sense to become familiar with how different investments get taxed, and how to legally minimize or eleiminate taxes due by strategically using different types of registered accounts available to you. For instance, do you know under what circumstances does an RRSP or a TFSA contribution make more sense? What are some of the most tax-efficient investments available? This webinar briefly reviews Canadian income tax basics while highlighting how the different tax brackets impact various investments and sources of income. We will also review different investment vehicles in greater detail, how they get taxed, and the most tax-efficient way to distribute various investments in different types of accounts. Lastly, we will go over how to properly track and report dividend distributions from a margin account for tax purposes.
 

Learning Objectives

In this workshop, participants will:
• Know when to contribute to an RRSP vs. a TFSA.
• Learn about some advanced features of various types of investments and how they get taxed.
• Be able to track and report dividend distributions from a margin account for tax purposes.

Leaders Information

This workshop is led by Alex Gavrila.
Alex has a background in Neuroscience, Psychology, and Policy. He is interested in risk taking, behavioural economics, as well as financial, scientific, and social policy reform. Over the past decade, Alex has been involved with multiple start-ups in different sectors, including non-profit, IT, and education. Since 2014, he has developed the Financial Skills for the Real World webinar series, delivering it to different universities, including Concordia, in order to help students improve their financial literacy.
 



How it works

Event details

Workshop location

Online

Start date

Thursday, February 22, 2024

End date

Thursday, February 22, 2024

Workshop days

Thursday

Time

From 09:00 to 11:00

Instructors

Alex Gavrila

Hosts

Sophie Boucquillon

Capacity

33 / 50

Additional details

This workshop has a $25 non-attendance fee

Registration deadline

Monday, February 19, 2024