Open/Close Menu Mountain Planning Group Inc. is a private Wealth Management & Insurance Firm based in Kelowna, BC.

Over the last few weeks, the financial market has taken a downturn amidst fears over Coronavirus.

Understandably, you are concerned with your portfolio, it’s important to stay level-headed to avoid making financial missteps. However, staying level-headed doesn’t necessarily mean you sit there and do nothing. In fact, one consideration you can look is taking an active tax management approach.

Tax loss selling is a strategy to crystallize or realize any capital losses in your non-registered accounts so it can be used to offset any capital gains.

The 2019 RRSP Tax Savings Calculator

© MOUNTAIN PLANNING GROUP | MKH Designs

logo-footer

STAY CONNECTED WITH US: