UPCOMING SEMINAR: Cottage Succession Planning

This session, hosted by Northern Birch, is designed to provide you with practical insights, especially as many families begin thinking about how to pass down a cottage or other property in a tax efficient and conflict-free way.

You will be hearing about:
-Tax implications when transferring a cottage or other real estate properties
-How to use the principal residence exemption (PRE) effectively
-Strategies for transferring a cottage during life vs at death
-Avoiding common pitfalls, including family disputes and double taxation 

Title: Cottage Succession Planning
Speaker: Flora Kampogo, CPA, CFP
Director, Tax and Estate Planning, Canadian Domestic Tax and Head of Retirement Planning, Mackenzie Investments
Date: Tuesday, June 9, 2026
Time: 4:00-5:00 PM
Where: Live via Zoom
Cost: FREE 

Register here to hold your spot and receive your link

Presentation is approximately 45 minutes long, leaving 15 minutes for Q&A. Unfortunately, due to compliance restrictions we cannot record the presentation.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.  Please read the prospectus before investing.  Unless otherwise stated, mutual funds, other securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.  

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