Banking relationship review
Are you interested in improving the returns on your savings account, lowering the cost of borrowing, or perhaps reducing your banking service fees?
We would all be glad to achieve some or every one of these benefits. The challenge for most of us involves working with our local bank representative or manager to accomplish each goal. Although a good client can usually obtain a better than posted...Are you taking advantage of dividends?
Most people invest with what seems to be a simple objective: to minimize risk while achieving decent after-tax returns. However, when you approach retirement, you may want to change your strategy to obtain income from your portfolio. For many investors, dividend-paying stocks and managed portfolios make good sense. Let's explore what dividends are and how you can make them work for you.
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The insured retirement solution
If you are like most business owners, one of your major concerns is finding legitimate and safe ways to defer and save income taxes. The Canada Revenue Agency (CRA) has recently closed most legitimate loopholes to allow tax savings. The average business owner who maximizes a personal RRSP is left with few other strategies. This has led wealth management companies to pursue alternative means of he...
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