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…
Tag: financial planning
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…
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…
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…
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…
Market Perspective - July/August 2016
by Raymond Sawicki