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On November 5, 2026, Finance Minister and National Revenue Minister François-Philippe Champagne released the 2026 Federal Budget (Budget 2026).
The value of year-end planning lies in modelling how transactions interact, then coordinating the order and timing of execution.
A transfer plan must address ownership, control and readiness, not only who receives an asset.
A portfolio can contain many assets and still leave an investor without sufficient capital at the moment it is needed.
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