ABOUT TAX, RETIREMENT AND ESTATE PLANNING

This unique team of legal, accounting and planning professionals is dedicated to providing the tax, retirement and estate planning insight and expertise advisors need to better serve their clients.

A FIRST FOR FIRST-TIME HOMEBUYERS:

THE NEW TAX-FREE FIRST HOME SAVINGS ACCOUNT

When it comes to saving for a first home, every bit counts. CI GAM is pleased to offer the Tax-Free First Home Savings Account (FHSA) to Canadians looking to become first-time home buyers. The FHSA is a registered plan that allows individuals to save up to $40,000 tax-free towards the purchase of a qualifying home.

Client Guide
Highlights
FAQ

MAGNIFY YOUR EXPERTISE

Leverage the TREP Team’s knowledge and experience to help enhance your own expertise on a number of unique topics.

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Business Owners

Gain insights on different ownership structures and their impact on wealth planning.

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Life and Legacy Planning

Uncover how changing relationships, capacity and charitable giving impact wealth planning.

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Cross-border

Identify issues in owning foreign assets and considerations for foreign taxpayers.

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Retirement

Help investors achieve retirement goals.

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Estate Planning

Address wealth and asset transfer concerns.

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Tax-efficient Investing

Apply Canadian tax law to mitigate taxes payable.

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Facts & Commentary

Provide insight into the federal and provincial budgets, tax highlights and more.

Reference Cards

Rates, limits and other commonly used tax and estate planning facts and figures:

Personal Tax
Corporate Tax
Estate Planning
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FEATURED MATTERS

In this section, we discuss tax, retirement and estate planning (TREP) topics that are timely and relevant to the financial planning community. Our specific areas of focus will be driven by recent developments in legislation, current demographics and the prevailing economic climate.

As your trusted partner in planning, our TREP team is committed to exploring important issues and presenting potential solutions to these matters through articles, presentations and other means. Since the topics covered will change periodically, we invite you to visit Featured Matters often to stay in the know.

Reach out to your CI GAM Sales Team if you have questions or would like to discuss any of the topics appearing on this page.

TREP TALKS

These webinars cover a range of topics for advisors from tax and retirement planning to estate planning and aim to demonstrate CI GAM’s commitment to being trusted partners in wealth through timely tax, retirement and estate planning discussions.

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PODCASTS

These podcasts discuss a range of topics of interest in tax, retirement and estate planning and aim to demonstrate CI GAM’s commitment to being trusted partners in wealth through timely and relevant tax, retirement and estate planning discussions.

 

IN THE NEWS

 

Recognized as industry experts, the TREP team has written for, and been quoted in, various media publications.

SEE US IN THE NEWS
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Olivier Herbulot

Olivier Herbulot

Senior Bilingual Specialist, Tax, Retirement and Estate Planning

Olivier is a tax and estate planning specialist with more than 15 years of experience in the Canadian financial services industry. His expertise is regulatory requirements, taxation and estate settlement matters. Olivier is fully bilingual, and prior to joining the financial services industry, he accrued more than 10 years of international business experience working around the world. He is a student member of the Society of Trust and Estate Practitioners (STEP) and a Certified Quality Auditor. His qualifications include a Quality Auditor Certificate (Los Angeles) and a Certificate in International Business and Administration (Toulouse, France).

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