Tax Efficient Investing: Income Splitting

Learn how splitting income between family members can be an effective strategy in maximizing your portfolio’s after-tax return.

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 Fiera Tax Class Funds can help maximize your after-tax return.