2008 Federal Budget Highlights:

2008 Federal Budget Highlights

 

Budget 2008 Highlights for Investors:

• TFSA - Tax Free Savings Account
• Federal LIF Changes
• Small RESP Changes

To view and listen to a short presentation outlining the changes from Jamie Golombek, from Aim Trimark please click here.

To view a PDF article outlining the changes please click here.

MARKET REPORT

Volatile Markets Winter 2008

FOCUS REPORT

Focus 2008 Report (106 pages)

FLOW THROUGH SHARES

Flow Through Shares - Canada's
Little Known Tax Deduction

Tax Savings Calculator

Flow Through Limited Partnerships -
A Tax Planning Guide
 
 

CHARITABLE GIVING

Donating Securities to Charity
 
Overview of Charitable Gift Planning
 
Overview of Private Foundations (42 pages)
 
Charitable Remainder Trusts
 
Scotiabank Group Charitable Giving Program

MacKenzie Charitable Giving Fund Overview
 
Mackenzie Charitable Giving Fund Investor
Benefits
 
MacKenzie Charitable Giving Fund Program
Details 
 

Spring 2008

Newsletters:
 
The Ritcey Team is pleased to provide you with three newsletters. These will be updated quarterly, so please check back for the fall additions.

** Updated ** ScotiaMcLeod Insights –
Provides general market updates.
 
** Updated ** Quarterly Pinnacle Review -
Provides our Pinnacle Clients with timely
updates.
 
** Updated ** Quarterly Summit Review -
Provides our Summit Clients with timely
updates.