Resources and INformation

RECENT ARTICLES

2013 Federal Budget Highlights

Five commandments to help boost your retirement savings

How newlyweds paid off $52,000 in 18 months

Six creative ways to defer a tax bill for years or decades

An Introduction to Flow-Through LPs (Limited Partnerships)     

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.

Mutual Funds 101 

This piece  does a terrific job at explaining what mutual funds are and how they work. 

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.

Here are some great articles that provide invaluable information on a wealth of topics:

Wealth Planning

• CPP program:  2012 Changes
• Children's Education - Five Ways to Save Other Than RESPs
• Children's Post-Secondary Education - Do You Know What It Might Cost?
• Creating a budget
• Credit card basics
• Credit history
• Critical Illness Insurance - The Facts
• Debit card basics
• Disability - Income Sources
• Dollar Cost Averaging
• Five commandments to help boost your retirement savings
• Home Ownership: HBP (Home Buyers Plan), Tax Issues, Credits, and Rebates
• Income Replacement Considerations
• Income Splitting
• Identity theft
• Insured Annuity Concept
• Investment Leveraging - Borrowing to Invest
• Mutual Funds 101
• OAS: Changes resulting from the 2012 Economic Action Plan
• RRIF Minimum Withdrawals
• RRSP Fact Sheet
• RRSPs - Rules Concerning the Transfer of Money in and out of Spousal RRSPs
• Snowbirds - What You Should Know
• Understanding Mutual Fund Distributions
• What Do You Buy Insurance For?

Tax Planning

• Capital Gains and Losses
• Personal Tax Planning
• Planned Giving Means Tax Savings
• Reducing Taxes Paid At Source
• Six creative ways to defer a tax bill for years or decades
• Tax Advantages of Donating to Charity
• Tax Loss Selling
• Tax Tips for the Self Employed

Estate Planning

• Inter Vivos Trusts - How They Work
• Power of Attorney
• Preserve Your Estate For Your Heirs
• Probate - What Is It? What Does It Cost? And How You Can Avoid It
• RRSPs - What Happens When I Pass Away?
• Representation Agreement
• Your Will - The Foundation of Estate Planning

Business Owners 

• What Small Business Owners Should Know About Insurance Policies

Self Employed

• EI Special Benefits

The Insightful Wealth Group

An elite team working with affluent individuals and business owners using specialized resources to
create wealth management solutions. We provide trusted and personalized advice to help you achieve your financial goals.