Certificate Course: Investment Tax Strategies


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​This course is for you if

You provide planning services to pre-retirees and pensioners
You are a professional looking to update your skills
You are training staff


The third course in the DMA™-Retirement Income Services Specialist Designation.

This course covers a strategic and tax-efficient investment income planning process which places capital accumulations in the right hands of individuals in the family. The objective is to save capital and earn investment income with tax-efficiency and then to average down the tax paid on both by arranging to share with family members within the tax rules allowed. As important: planning to avoid tax erosion of the capital at transition times.

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Can start 24/7 anytime!

Designation Program: $3,990
($665 x 6 certificates courses)

Regular Tuition: $895

Need help? Call us at 1-866-953-4769

​What you will learn

You will learn to be conversant in recent tax changes relating to a variety of investment opportunities. You’ll also understand strategies and ordering rules using tax-free, tax-deferred, and taxable incomes.

If you have your own practice, this course is a must. My understanding has greatly improved.

—Vince C., Alberta

​Scope of the course

  • Real Wealth Management
  • Tax-Efficient Investing: Planning for Income and Capital
  • Business Income and Asset Planning
  • Introduction to Income Taxation in Canada
  • Growing and Preserving Tax-Efficient Wealth
  • Registered Investments
  • Tax Efficient Investment Income
  • Real Estate
  • Tax Efficient Asset Transfers
  • Principal Residences
  • Tax Efficient Debt Management
  • Risk Management: Tax Consequences of Disability and Death

​What is included

  • Tax deductible tuition fees
  • Potential for Canada Training Grant or other Government programs
  • Personal consultation and virtual campus orientation
  • Practical case studies using well-known professional software
  • Lesson plans and study plans
  • Calculators and tools you can use immediately
  • Personal instructor support by email
  • Testing and certification
  • Comprehensive Knowledge Journal
  • CE/CPD accreditation by various professional bodies
  • EverGreen Explanatory Notes - Online Research Library

​Related Programs

DMA™ Retirement Income Services Specialist

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