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David Truong

Tax & Estate

David Truong, Pl.fin, CFP, CIWM, M.Fisc, works as a senior consultant, expertise centre, at National Bank Private Banking 1859. He also teaches at McGill University.

How to make good use of Monte Carlo projections How to make good use of Monte Carlo projections

Planning and Advice

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

By David Truong |August 4, 2021

3 min read

How DTC eligibility loss affects RDSPs How DTC eligibility loss affects RDSPs

Estate Planning

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

By David Truong |January 30, 2018

3 min read

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Industry

Registered plans and lifetime benefit trusts

What to consider regarding the use of LBTs

By David Truong |January 9, 2018

3 min read

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