Tax Efficient Investing: Income Splitting

Robert Handelman, Vice President of Tax & Wealth, explains how shifting assets within a family from a high-income earner to a low-income earner can maximize an investor’s after-tax return by reducing the total amount of income tax paid. Learn how Natixis Tax Class Funds can help maximize your after-tax return.

Tax Efficient Investing: Compound Growth

Robert Handelman, Vice President of Tax & Wealth, explains how a Compound Growth portfolio can maximize an investor’s after-tax return by minimizing tax drag and accelerating the long-term growth of their investment. Learn how Natixis Tax Class Funds can help maximize your after-tax return.

Is a Tax-Efficient Investment Worth Paying For?

ROBERT HANDELMAN, CPA, CA, CFP, CIM, BBA Vice President, Tax & Wealth Natixis Global Asset Management There are not many topics in the investment world that bring unity amongst investors like the pursuit of keeping more. Whether the goal of keeping more is centred around relatives, lifestyle or philanthropy, this single goal drives us to invest…

2017 Pulse Survey of Canadian Investors: Helping Clients Understand How Taxes Can Affect Portfolios

Investor Insight: The Drag of Taxes In Canada, where top rate taxpayers can lose more than half of their investment income to taxes, we find that investors are acutely aware of the need to more effectively manage tax drag on their portfolio. This should be an important consideration for financial professionals, as 20% of investors…