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In this video, I will tell you what you need to do before gifting money or any other valuable assets to a family member, what are the most common mistakes and how to avoid them. Enjoy!

To start drafting your own deed of gift you can use the below link
https://www.lawdepot.ca/contracts/gif...

Please note that this video is for entertainment purposes only and it does not constitute any legal or tax advice. Always make sure to do your due diligence and seek proper tax and legal advice.


My name is Koby Lerner, Investment Advisor with Nour Private Wealth located in Oakville ON. I am passionate about the work I do and I am extremely client-oriented!

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All views and opinions expressed in this video are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell securities. The statements expressed within this video are not tax, legal or financial advice. Under no circumstances should it be construed as a solicitation to act in any capacity including, but not limited to, that of a securities broker or dealer in the province of Ontario or any other jurisdiction. All views are intended for general circulation only and do not have any regard to the specific investment objectives, financial situation or general needs of any particular individual or legal person. Investing includes risk, as well as the loss of principal. Past performance does not guarantee future returns. The views expressed in this video are the opinions of Koby Lerner and are subject to change at any time without any further notice to the viewer.