at 210 Martindale Rd, Saint Catharines, L2S 0B2 Canada
Consultant - Investors Group Financial Services Inc.
My page is to help educate my family, friends and clients on how to make good long and short term investment decisions. My goal is to increase your net worth!
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Tax tip #3: All non-registered assets in your portfolio are subject to tax. However, there are effective ways to benefit from tax deferrals.
Tax tip #2: Tax-free savings accounts (TFSA)- Yes, they really are tax-free. Contributions to a TFSA are not deductible for income tax purposes, however when amounts are withdrawn, proceeds are tax-free.
Tax tip #1: A registered retirement savings plan is a tax deferred investment which can reduce your taxable income
The April 30 income tax deadline is quickly approaching. I will be posting 7 weekly tax tips to help you reduce your tax bill.
At Investors Group, we know that today, good financial advice is more important than ever.
When you become a client, we will meet with you to discuss your immediate goals and longer-term objectives.
We will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you.
Working together, we will implement your plan and review it regularly as your life changes.
Working behind the scene is our large team of financial planning experts, who specialize in investment, retirement, tax, and life planning.
These experts help our team keep on top of changes to government legislation that could impact your plan, global market movements and new financial options.
Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
Explore all of retirement’s possibilities.
RSPs are only a part of your retirement picture.
At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.
This year, the federal government introduced new corporate rules that could affect your tax planning.
Learn More A range of new tax changes have come about in 2018.
Here’s what might impact your upcoming tax return.
Learn more Although direct beneficiaries can offer simplicity in some cases, they are not always appropriate.
Here’s how to make the RRSP work better for you.
Here’s how to boost sales, performance and more.
Here are a few events that may have impacted portfolios this year.
Learn more Success!