Today's Best GIC Rates
July 6, 2015
How We Do It
We offer some of the best GIC
rates in Canada while ensuring the safety of your investments.
Who We Are
Our mission is to educate our
clients so we can work together to achieve your financial goals.
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Now you trust us,
here is how you can participate
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- Please prepare your Social Insurance Number
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- Call us at 604.642.2200 to open your account
For many Canadians the majority of their wealth is held in personally owned real estate. For most this will be limited to their principal residence, however, investment in recreational and real estate investment property also forms a substantial part of some estates. Due to the nature of real estate, it is important to utilize estate planning to realize optimum gain and minimize tax implications.
Growing your estate without undue market risk and taxes.
Often we see older investors shift gears near retirement and beyond. Many become risk adverse and move their assets into fixed income type investments. Unfortunately this often results in the assets being exposed to higher rates of income tax and lower rates of return – never a good combination.
On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget. The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children.
Here are tips on what to look for to save money or upgrade your insurance.....
March 3, 2015 at 2:21 pm | by Alex Preswick
Learn about Segregated Funds and how they can be a valuable asset in your portfolio....