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Doug Carroll

Tax & Estate

Doug Carroll, JD, LLM (Tax), CFP, TEP, is a tax and estate consultant in Toronto.

Shuttle strategies to boost tax-sheltered plans Shuttle strategies to boost tax-sheltered plans

Tax Strategies

Shuttle strategies to boost tax-sheltered plans

TFSAs can be used to route funds into home, education and retirement savings plans to increase benefits

By Doug Carroll |April 9, 2024

4 min read

What to know before commuting a pension Fallback Image Decorative pattern

Financial Planning

What to know before commuting a pension

The rules are complex, and so is your decision

By Doug Carroll |November 27, 2023

5 min read

What you need to consider before downsizing in retirement Fallback Image Decorative pattern

Financial Planning

What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

By Doug Carroll |October 10, 2023

3 min read

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