Wilmot George Auhtor Headshot Image

Wilmot George

Tax & Estate

Wilmot George, CFP, TEP, CLU, CHS, is managing director, tax and estate planning at Canada Life, Wealth Distribution. Wilmot can be contacted at wilmot.george@canadalife.com.

Mutual funds and segregated funds: 5 points to note for tax season (and beyond) Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Tax Strategies

Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Both are common, useful investments — but there are important nuances

By Wilmot George |March 12, 2026

6 min read

3 year-end tax planning strategies for investors 3 year-end tax planning strategies for investors

Tax Strategies

3 year-end tax planning strategies for investors

Tax-loss selling, TFSA withdrawals and a final RRSP contribution at 71

By Wilmot George |December 17, 2025

5 min read

Business succession planning Business succession planning

Tax Strategies

Business succession planning

The benefits of planning and considerations for your client when choosing a successor

By Wilmot George |October 20, 2025

4 min read

Post-mortem planning for private company shares Post-mortem planning for private company shares

Tax & Estate

Post-mortem planning for private company shares

Using the 164(6) loss carryback technique to avoid double taxation

By Wilmot George |August 13, 2025

7 min read

Marriage, common-law partnerships and the charitable donation tax credit  Marriage, common-law partnerships and the charitable donation tax credit 

Tax & Estate

Marriage, common-law partnerships and the charitable donation tax credit 

Combining charitable donations on one spouse’s return can maximize tax savings

By Wilmot George |February 24, 2025

4 min read

Three strategies for year-end tax planning  Three strategies for year-end tax planning 

Tax Strategies

Three strategies for year-end tax planning 

Overlooked ways to save your clients money, this year and beyond

By Wilmot George |December 3, 2024

4 min read

Questions to ask business-owner clients Questions to ask business-owner clients

Tax & Estate

Questions to ask business-owner clients

By asking thought-provoking questions, financial advisors can motivate business owners to carefully consider planning

By Wilmot George |November 5, 2024

3 min read

Intergenerational wealth transfers: Part 2 Intergenerational wealth transfers: Part 2

Tax & Estate

Intergenerational wealth transfers: Part 2

Strategies for gifting while living versus at death

By Wilmot George |September 19, 2024

7 min read

Intergenerational wealth transfers: Part 1 Intergenerational wealth transfers: Part 1

Tax & Estate

Intergenerational wealth transfers: Part 1

The pros and cons of gifting while living versus at death

By Wilmot George |September 11, 2024

3 min read

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