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This report will look at the combined tax effects of earning investment income inside a Holdco, taking into consideration both the corporate level tax and the shareholder tax on the distributed dividends.
Jamie Golombek and Debbie Pearl-Weinberg 5-minute read
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Read the full report: Holdcos for investment purposes (PDF, 275 KB) Opens in a new window.

Note: This report was initially published in October 2021.

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Written By
Jamie Golombek, CPA, CA, CFP, CLU, TEP

Jamie Golombek is the Managing Director of Tax and Estate Planning with CIBC in Toronto. Jamie is quoted frequently in the Canadian media as an expert on taxation, writes a weekly column called “Tax Expert,” in the National Post, has appeared as a guest on BNN, CTV News, and CBC’s The National and has been a regular personal finance guest on The Marilyn Denis Show.

Written By
Debbie Pearl-Weinberg, LLB

Debbie is an Executive Director of Tax and Estate Planning with CIBC Financial Planning and Advice.  She is a member of the Law Society of Upper Canada, the Canadian Bar Association and the Canadian Tax Foundation. She also works with the Investment Industry Association of Canada on tax matters concerning the investment industry.

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