Mutual fund distributions raise many questions with investors: What are distributions? Why am I receiving a distribution? How will this distribution be taxed? How can I plan for this?
Stephanie Pantaleo and Fiona Tan held an event to offer an overview of mutual fund distributions for Pembroke investors.
The objective of this event was to provide you with an understanding of mutual fund distributions and how they can be a part of your overall tax plan.
Stephanie Pantaleo, CPA, MTax, CIM®, TEP
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®
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.
