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Curtis Davis

Tax & Estate

Curtis Davis, FCSI, CFP, TEP, is director for tax, retirement and estate planning services, retail markets at Manulife Investment Management.

Inheriting U.S. individual retirement accounts Inheriting U.S. individual retirement accounts

Estate Planning

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

By Curtis Davis |December 5, 2023

4 min read

The cost of TFSA contributions for non-residents Fallback Image Decorative pattern

Tax News

The cost of TFSA contributions for non-residents

Case study explains the consequences

By Curtis Davis |September 27, 2023

3 min read

The gift of homeownership The gift of homeownership

Advisor's Edge

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

By Curtis Davis |March 31, 2023

3 min read

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