Wilmot George Auhtor Headshot Image

Wilmot George

Tax & Estate

Wilmot George, CFP, TEP, CLU, CHS, is managing director, tax and estate planning at Canada Life, Wealth Distribution. Wilmot can be contacted at wilmot.george@canadalife.com.

Marriage, common-law partnerships and the charitable donation tax credit  Marriage, common-law partnerships and the charitable donation tax credit 

Tax & Estate

Marriage, common-law partnerships and the charitable donation tax credit 

Combining charitable donations on one spouse’s return can maximize tax savings

By Wilmot George |February 24, 2025

4 min read

Three strategies for year-end tax planning  Three strategies for year-end tax planning 

Tax Strategies

Three strategies for year-end tax planning 

Overlooked ways to save your clients money, this year and beyond

By Wilmot George |December 3, 2024

4 min read

Questions to ask business-owner clients Questions to ask business-owner clients

Tax & Estate

Questions to ask business-owner clients

By asking thought-provoking questions, financial advisors can motivate business owners to carefully consider planning

By Wilmot George |November 5, 2024

3 min read

Intergenerational wealth transfers: Part 2 Intergenerational wealth transfers: Part 2

Tax & Estate

Intergenerational wealth transfers: Part 2

Strategies for gifting while living versus at death

By Wilmot George |September 19, 2024

7 min read

Intergenerational wealth transfers: Part 1 Intergenerational wealth transfers: Part 1

Tax & Estate

Intergenerational wealth transfers: Part 1

The pros and cons of gifting while living versus at death

By Wilmot George |September 11, 2024

3 min read

FHSAs and the role of spouses Fallback Image Decorative pattern

Tax Strategies

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

By Wilmot George |October 10, 2023

6 min read

Tax-loss selling: Superficial loss and identical property rules Tax-loss selling: Superficial loss and identical property rules

Tax News

Tax-loss selling: Superficial loss and identical property rules

Help clients realize a capital loss while maintaining market exposure

By Wilmot George |April 26, 2023

5 min read

Selling real estate? The CRA is (still) watching Fallback Image Decorative pattern

Tax Strategies

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

By Wilmot George |January 6, 2023

4 min read

What happens to non-residents’ RRSPs and RRIFs when they die? Fallback Image Decorative pattern

Tax Strategies

What happens to non-residents’ RRSPs and RRIFs when they die?

A client scenario illustrates whether withholding taxes apply

By Wilmot George |August 15, 2022

4 min read

LOAD MORE

More Columnists

Catherine Hung Image

Catherine Hung

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta Image

Matt Trotta

The General Anti-Avoidance Rule — updates and unanswered questions

February 28, 2025|6 min read

Is your client’s will up-to-date?

December 11, 2024|6 min read

Jon Hreljac Image

Jon Hreljac

Buyer beware: Foreign income in a corporation

January 28, 2022|3 min read

Funda Dilaver Image

Funda Dilaver

Tax consequences when your client leaves Canada

January 7, 2021|6 min read

Charmaine Ko Image

Charmaine Ko

What U.S. citizens should know before purchasing Canadian life insurance

June 4, 2020|3 min read

The perils of owning U.S. life insurance

May 29, 2020|3 min read

Rebecca Hett Image

Rebecca Hett

In-trust-for accounts and taxation

December 9, 2021|5 min read

What the disability tax credit means for eligible Canadians and their families

May 14, 2021|5 min read