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Principal Residence Exemption Rule Changes

Posted on: May 8, 2017

The new October 2016 Federal Government Principal Residence Exemption (PRE) rules are causing many Canadians to review and revise existing Wills and Estate Planning strategies according to STEP (The Society of Trust and Estate Planners).

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Shafik has been successfully handling our investments since 2011. He has been very helpful and patient with us and our portfolio has evolved and grown over time. We look forward to working with Shafik to harvest our investments as we transition into Retirement.

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Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through ACPI (or) Shafik Hirani's Private Wealth Management Practice, (if applicable) an approved trade name of ACPI. Only investment-related products and services are offered through ACPI (or) ACPI/ Shafik Hirani's Private Wealth Management Practice and covered by the CIPF.

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Principal Residence Exemption Rule Changes