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Don’t rush to sell assets due to higher inclusion rate, experts say

Veuillez noter que cet article se trouve sur une plateforme tierce et qu'il n'est disponible qu'en anglais.

The federal government’s proposed increase to the capital gains inclusion rate (CGIR) to two-thirds from one-half will affect most of your clients, not just the wealthiest.

Some of those clients may be anxious to sell assets with large unrealized capital gains ahead of June 25.

Click here to read the full article by Rudy Mezzetta, originally published on Investment Executive on April 30, 2024, featuring insights from Aaron Hector, Private Wealth Advisor, Financial Planner.

The preceding information is for educational purposes only. As it is impossible to include all situations, circumstances and exceptions in a newsletter such as this, a further review should be done by a qualified professional. No individual or organization involved in either the preparation or distribution of this letter accepts any contractual, tortious, or any other form of liability or its contents or for any consequences arising from its use.