Please click on the articles below
for more information:
JOINT OWNERSHIP:
Explore the use of joint accounts and
the related estate planning, control,
tax issues and consequences of these
types
of accounts.
Joint
Accounts #1
Joint
Accounts #2
REGISTERED EDUCATION
SAVINGS PLANS:
Like everyone, you probably want your
children and grandchildren to experience
the best of what life has to offer
including a good education. A post-secondary
education is becoming more important
than ever in today's competitive job
market. However, as university and
college tuition costs
continue
to spiral upwards, it’s also
becoming more difficult to finance
post-secondary education than ever
before.
RESP
Quick Facts
Registered
Education Savings Plans
INDIVIDUAL PENSION
PLANS:
Are you a business owner or incorporated
professional over the age of 45 looking
for alternative methods of tax-deferred
savings?
Individual
Pension Plans Quick Facts
BUSINESS OWNERS:
Special articles of interest for business
owners.
Optimizing
Risk and Reward for Business Owners
Weighing
the Options for Small Business Financing
INSURANCE:
Find out how insurance can play an
important part of your financial
plan.
Which
Type of Insurance is Best for You?
Insurance
Protect Your Estate
Gain
Tax Free Income Through Universal Life
Insured
Annuities - Acheive a Higher Guaranteed
Return Without Compromising Risk
Insurance
- Protecting your Family and Business
PROCESS:
Maintaining a disciplined process is
a key driver in acheiving long-term
investment success.
Benefits
of a Disciplined Investment Process
CONSOLIDATION:
Should you consolidate your portfolio?
Does
Bigger Necessarily Mean Better? The
Decision on Consolidation
COMMON MISTAKES:
Mistakes individuals make when managing
their finances and how to avoid them.
Managing
Your Finances: Mistakes to Avoid
INCOME TRUSTS:
Interested in a tax-efficient equity
investment that offers higher yields
than the average common stock?
Income
Trust Snapshot
