Skip Navigation

Vidhu Khosla

Director and Senior Investment Counsellor

Tel: 403-503-5913
Tel: 403-702-3143

Vidhu Khosla

Address
525 8th Ave SW
9th Floor
Calgary, AB
T2P 3N9
Map

Other Locations

350 7 Ave SW
Suite 7000
Calgary, Alberta
T2P3N9

Contact Me

Publications

Tax Planning Strategies
Separation, Divorce and Your Financial Plan
Separation, Divorce and Your Financial Plan outlines the financial and tax implications of a breakdown in a relationship for issues relating to both married and unmarried (i.e., “common-law”) spouses.
Canadian Snowbirds and U.S. Income Tax
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Estate & Succession Planning
Preparing Your Last Will and Testament
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Succession Planning for the Family Farm
This article addresses common questions asked by our agricultural clients regarding succession planning of the family farm.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Focus
Focus is a weekly financial digest.
Education and Knowledge
Registered Retirement Savings Plans
Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them.
Registered Retirement Income Funds
A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF.