News and resources for Canada's top financial advisors
Tax & Estate
David Truong, Pl.fin, CFP, CIWM, M.Fisc, works as a senior consultant, expertise centre, at National Bank Private Banking 1859. He also teaches at McGill University.
Planning and Advice
Projections are essential for planning but they rely on the quality of the variables used
By David Truong |August 4, 2021
3 min read
Estate Planning
This example highlights tax and planning considerations
By David Truong |January 30, 2018
Industry
What to consider regarding the use of LBTs
By David Truong |January 9, 2018
Why people living with Type 1 diabetes have been refused the Disability Tax Credit
By David Truong |December 20, 2017
4 min read
Tax News
Here's why 2018 is an important year
By David Truong |December 4, 2017
What to think about when a newborn has a disability
By David Truong |November 28, 2017
The Income Tax Act includes a number of financial planning tools for disabled individuals
By David Truong |October 10, 2017
Understand the DTC and how to use it
By David Truong |October 5, 2017
January 17, 2024|4 min read
October 26, 2023|4 min read
February 8, 2024|5 min read
November 15, 2023|6 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
December 9, 2021|5 min read
May 14, 2021|5 min read
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