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Tag: financial planning

Taxes and Financial Planning
July 22, 2020in Articles0by admin

Taxes and Financial Planning

TAX & FINANCIAL PLANNING Have you thought about what your current and future financial picture looks like? You work hard for your money, are able to pay the bills, and…

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Holding Companies
February 22, 2018in Articles0by admin

Holding Companies

What is a holding company? A holding company is simply a corporation that does nothing but own a controlling interest (shares) of one or more other companies that are actually…

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Wealth Management
December 21, 2017in Investing0by admin

Wealth Management

You’ve probably seen or heard advertisements for firms that offer wealth management services, and you may have wondered just what that is. Or maybe you already have a picture of…

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November 15, 2017in Financial Planning, Taxes0by admin

Spousal Loans

What is a spousal loan? A spousal loan is exactly what it sounds like: one spouse (legally married or common law) lends the other funds. Using this type of loan…

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Globe & Mail Article: Why wealthy families lose their fortunes in three generations
April 26, 2017in Financial Planning0by admin

Globe & Mail Article: Why wealthy families lose their fortunes in three generations

by Augusta Dwyer For a telling example of the adage “shirtsleeves to shirtsleeves in three generations” – meaning that wealth gained in one generation will be lost by the third…

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September 16, 2016in Investing0by admin

Market Perspective - July/August 2016

by Raymond Sawicki

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