Think ‘when,’ not ‘if’
With the right approach, small-business owners can benefit by preparing for the worst.
Saving Strategies
Small businesses should look at Group RRSPs as an alternative to costly traditional pension plans, while individuals can’t go wrong with a TFSA.
Do the REIT thing
With real estate investment trusts, you can own property free of the headaches that come with being a landlord.
Think you’re protected by mortgage insurance? Don’t bet your life on it
We’ve advised many clients over the years that insurance is a vital part of everyone’s financial plan; it is meant to protect you and your family should an unexpected loss of life happen. However, many families, unfortunately, have found out that it doesn’t always end up that way. The issue here is mortgage insurance sold by banks and mortgage brokers.
Rethink the way you invest
A long-term outlook and knowing your goals are key to sustainable wealth creation.
An open and closed case
Not as well known as their open-end counterparts, closed-end trusts can be excellent bets for income and growth.
To incorporate or not to incorporate?
That is the question. As financial professionals, we often encounter business owners who aren’t aware of the advantages of incorporating their companies.
Oil: Black gold, Alberta tea
Call me crazy, or cynical, but the economic landscape is changing radically and many Victorians, British Columbians, and much of Canada are missing the boat. I am talking about oil and how it affects our way of life.
Looking at Gold for 2011
You know it’s time to discuss gold when ads are telling us to empty jewellery boxes, safety deposit boxes, and sock drawers and turn those tired old watches, rings, and necklaces into real hard cash.
A Hidden Treasure in the Financial Planning Arsenal
When most investors and business owners hear the words insurance products, they think of life insurance and annuities and group benefit plans.