Tax and Investment Planning: What if Conventional Wisdom is Wrong?

What if we are wrong about how the new economy is going to emerge? It’s a tough question that Dr. Jack Mintz will address, along with other hard truths important to Canada’s top advisors, taxpayers and investors at Virtual DAC, October 17 – 19, 2021. RSVP by June 30 for early-bird tuition savings. D.r Mintz shared some pre-event questions he hopes to answer for the delegates from coast-to-coast who will attend from the tax and financial services:

We have come through the worst global economic crisis since WW2.  Exactly where are we and where are we going when it comes to planning the economic future of Canada and by extension, the after-tax portfolios of investors?   

• What is the impact of pandemic “supply shock” on Canadians and their wealth? 
• Will rising inflation and interest indeed rear their heads, despite Bay Street private sector forecasts of a return to 2% standards? 
• What costs will be involved with the energy transition?
• What if we are wrong about our financial projections so far?

Enrol and attend Virtual DAC 2021 to learn more!

Why it’s important: wealth managers and tax specialists will be thinking about the direction the economy will take as they answer their clients’ questions about retirement and estate planning and when to buy and sell both financial and non-financial assets.  Will markets continue to climb, or is the current euphoria short-lived?  This content is specifically timely, according to Dr. Mintz as:

• The digital shift will impact different sectors, urban development and willingness to take on risks.
• “Temporary” inflation could put pressure on interest rates and restrictive monetary policy would cool the economy. Alternatively, will monetary policy accommodate inflation?
• Longer term demographic changes will put pressure on interest rates and wages.
• There may be a commodity boom due to infrastructure spending; Canada may in fact benefit over the next several years as a resource economy. In particular, population growth and inflation will be good for Western Canada especially in the next several years.
• Governments facing large deficits will likely be raising taxes.Expect the politically easy ones such as deindexation, capital gains taxes, says Dr. Mintz. Eventually, however, government spending will pull back.

With all these considerations in mind, this session from Dr. Jack Mintz is one that tax and financial advisors can’t afford to miss. Enrol today and join us at Virtual DAC 2021, October 17 – 19, at early-bird tuition prices until June 30!

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this year and check out the comprehensive online agenda to learn more.