Real Estate

Preparing to Sell a Property

Wealth Series
Date:
June 4, 2024

Whether you are considering selling your primary residence or an income-producing property, this session by Stephanie Pantaleo and Fiona Tan covers general considerations to ensure a successful transaction. It explores the tax implications and strategic considerations that can have a significant impact on your financial outcome.

In addition, the session provides insight into managing properties, such as family cottages, and strategies for effectively upsizing or downsizing.

Do not miss this opportunity to gain valuable knowledge.

Recording

Recent Events

Pembroke Speakers

Stephanie Pantaleo, CPA, MTax, CIM®, TEP

Partner, Wealth Management and Family Office Services

Stephanie Pantaleo leads Pembroke’s Wealth Management Team, acting as a trusted advisor to individuals, families and business owners. She is recognized for her integrity and dedication to her clients, who value her expertise. Stephanie takes a holistic approach to wealth advisory, drawing on a well-rounded background in personal and corporate income tax planning and compliance.

Fiona Tan, CIM®

Vice President, Account Manager

Fiona Tan is a trusted advisor to Pembroke’s high-net-worth, multi-generational families. With a background in finance and economics, she combines analytical rigour with empathy to help her clients articulate and achieve their financial goals. A core component of Fiona’s approach is adapting to each client’s investment personality to help them make financial decisions.

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