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Resources and INformation |
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High net worth individuals face distinct challenges that require expertise: potentially high levels of taxation, retirement issues, business succession planning, investment selection, risk assessment, and estate planning. |
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NEW ARTICLE RRSP Fact Sheet 2012-01-26
NEW ARTICLE Important 2012 changes to the CPP and QPP programs 2012-01-26
NEW ARTICLE: An Introduction to Flow-Through LPs (Limited Partnerships) 2012-01 The attractive tax benefits of flow-through limited partnerships (LPs) have made them appealing to many investors. This article outlines the basic dynamics of flow through LPs and to provide insight into how they can be beneficial to you as an investors. NEW ARTICLE: What Are Mutual Funds? 2011-12 This informational piece by Dynamic Funds does a terrific job at explaining what mutual funds are and how they work. Dynamic Funds is one of the companies that we support and we are continually impressed with their efforts and commitment to help educate clients. |
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Are you Self-Employed? Beginning in January 2011, self-employed Canadians will be able to access Employment Insurance (EI) special benefits. There are four types of EI special benefits - click here to learn more. |
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Resources We’re proud that our experts are second to none in the industry. Our team of knowledgeable and experienced professionals are ready to help you, no matter what stage of life or level of wealth you have attained. This Resource Centre will share some of the basic financial concepts that our experts employ to help you achieve your financial goals, and provide various insights into investing and wealth planning. |
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Our mission To build long-term relationships with families; guiding their life decisions with expertise, integrity and caring. |
