What happens when Canada’s tax system collides with the death of a business owner? In Part 2 of our Death and Taxes series, financial planner Mehul Gandhi shifts from host to guest as wealth advisor Joe Basque leads the conversation. Together, they unpack the “tax bomb” that often awaits successful business owners and their families—and why traditional estate planning falls short. From deemed dispositions to double taxation inside corporations, Mehul explains why wealth built in HoldCos and O...
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What happens when Canada’s tax system collides with the death of a business owner? In Part 2 of our Death and Taxes series, financial planner Mehul Gandhi shifts from host to guest as wealth advisor Joe Basque leads the conversation. Together, they unpack the “tax bomb” that often awaits successful business owners and their families—and why traditional estate planning falls short. From deemed dispositions to double taxation inside corporations, Mehul explains why wealth built in HoldCos and O...
The last thing retirees want is to run out of money. Mehul interviews Joey Basque, financial planner at Westmount Wealth Management, about financial planning for retirement. Joey and Mehul start the episode laying out the basics of retirement income planning, and then spend time discussing the crucial parts of a retirement income plan that pre-retirees and retirees need to consider. We hope you enjoy the episode! For more information, visit www.westmountwealth.com or contact us at http...
Mind Your Money
What happens when Canada’s tax system collides with the death of a business owner? In Part 2 of our Death and Taxes series, financial planner Mehul Gandhi shifts from host to guest as wealth advisor Joe Basque leads the conversation. Together, they unpack the “tax bomb” that often awaits successful business owners and their families—and why traditional estate planning falls short. From deemed dispositions to double taxation inside corporations, Mehul explains why wealth built in HoldCos and O...
