Cottage Succession Planning Webinar
Join us for our upcoming financial education webinar on a topic that hits close to home for many families: Cottage Succession Planning. This session is designed to provide you with practical insights, especially as many families begin thinking about how to pass down a cottage or other property in a tax efficient and conflict-free way.
Date: Tuesday, June 9, 2026
Time: 4:00-5:00 PM
Speaker: Flora Kampogo, CPA, CFP
Director, Tax and Estate Planning, Canadian Domestic Tax and Head of Retirement Planning, Mackenzie Investments
Where: Live via Zoom
Cost: FREE!
You will be hearing about:
- Tax implications when transferring a cottage or other real estate properties
- How to use the principal residence exemption (PRE) effectively
- Strategies for transferring a cottage during life vs. at death
- Avoiding common pitfalls, including family disputes and double taxation
Register today to hold your spot and receive your link. We’d love to see you there!
Presentation is approximately 45 minutes long, leaving 15 minutes for Q&A. Unfortunately, due to compliance restrictions we cannot record the presentation.
