Mitigating Taxes within Client Portfolios with Joel Baker, CIM, MBA and Mike Williams, CFA®, MBA, MTax, P.Eng, PCAM

In this episode of In Focus, Joel Baker, CIM, MBA, Chief Investment Officer, sits down with fellow Portfolio Manager Mike Williams, CFA®, MBA, MTax, P.Eng, PCAM, to inform clients about important steps our portfolio managers take in the fourth quarter client portfolio review. They address tax mitigation from an investment perspective and explain how we incorporate tax loss harvesting into our portfolio management strategy.

 

Recorded on October 11, 2023

DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.