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Tax Planning

10 Wealth Management Tactics

Most successful investment strategies hinge on holding investment funds. There are ten important wealth management tactics that can help maximize your long-term investment returns. These tactics in particular, have stood the test of time for investors interested in building a powerful investment portfolio.

Here is a list of ten investment tactics to help you achieve financial independence.

Last Updated on Friday, 25 June 2010 14:36

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Tax Planning

TFSA Guide: Key tax strategies

Tax-Free Savings Account (TFSA)

Canadian investors now have a powerful tax-planning strategy (an initiative of the 2008 federal budget). You can invest after-tax money in eligible Tax-Free Savings Account investment vehicles without paying tax on any investment growth.

Last Updated on Friday, 25 June 2010 19:08

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Tax Planning

Charitable Planning with tax benefits

When preparing your tax returns, don't overlook deductions for charitable donations, medical expenses and professional dues.

Last Updated on Thursday, 15 October 2009 17:50

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Tax Planning

Tax Planning year-round

If you own a business, and your children and/or spouse work therein, consider paying them a reasonable salary from the business. If this is their only income, or they only work part-time elsewhere, they may not need to pay personal income tax if they earn below their personal tax exemption.  Last Updated on Thursday, 15 October 2009 17:49

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ADVITUBEā„¢

Debt warning signs It is very important to keep an eye on your debt today, due to the uncertainty of the economy and credit markets.
Disability insurance Insure that you will still have a pay-cheque if you become disabled.
Insured annuities You can guarantee  the capital that funds your income.
Seg Funds Investment funds that allow you to secure much of your capital.
7 Tips of Success Ideas to help your financial planning meet your goals for success.