This CALU Report is the second in a two-part series entitled Shared Ownership Arrangements – New Planning/New Perspectives. It follows on the
first issue published July 21, 2020. This issue reviews the legal basis for shared ownership arrangements and related tax issues that should be considered by professional advisors before implementing a shared ownership arrangement.

(Members only)

Share This Story, Choose Your Platform!

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.