Podcast: Mitigating taxes within client portfolios

October 26, 2023
In this episode of In Focus, Joel Baker, CIM, MBA, Chief Investment Officer, sits down with fellow Portfolio Manager Mike Williams, CFA®, MBA, MTax, P.Eng, PCAM, to inform clients about important steps our portfolio managers take in the fourth quarter client portfolio review. They address tax mitigation from an investment perspective and explain how we incorporate tax loss harvesting into our portfolio management strategy.

Podcast: Mitigating taxes within client portfolios

by Joel Baker, CIM, MBA and Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM

This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.

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Joel Baker, CIM, MBA

Joel has been a pioneering member of the TriCert Investment Counsel team since 2000. As Chief Investment Officer, Joel leads the organization in following a quality sector-based investment approach for all client portfolios.

Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM

Mike joined TriCert Investment Counsel in 2003 as a Portfolio Manager. As a part of the growing Portfolio Management Team, Mike structures and manages portfolios and works with his team on research and investment strategy.