Keith Masterman Auhtor Headshot Image

Keith Masterman

Tax & Estate

Keith Masterman, LLB, TEP, is vice-president, Tax, Retirement and Estate Planning at CI Global Asset Management. He can be reached at kmasterm@ci.com.

A cautionary tale about executors and clearance certificates A cautionary tale about executors and clearance certificates

Tax Strategies

A cautionary tale about executors and clearance certificates

Court decision serves as a warning about property distribution, executor renunciation

By Keith Masterman |December 9, 2022

4 min read

Help clients claim tax credits for charitable donations Fallback Image Decorative pattern

Tax Strategies

Help clients claim tax credits for charitable donations

A sample scenario illustrates the savings

By Keith Masterman |September 14, 2022

3 min read

All about eligible medical expenses All about eligible medical expenses

Tax Strategies

All about eligible medical expenses

Help your client claim these non-refundable tax credits

By Keith Masterman |March 23, 2022

4 min read

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