This is the time of year to consider tax-loss harvesting for your non-registered portfolio. Follow the attached link to learn more about it and with good examples. Tax_Loss_Harvesting
We are pleased to announce that we now offer ELITE U.S. Healthcare™ Insurance. ELITE U.S. Healthcare™ Insurance covers any illness, accident, or injury with a treatment wait time in Canada . The minimum age is 60 days, while the maximum is 74 years for coverage. includes a lifetime limit of US $5 million and can [...]
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It’s not your fault. The financial industry has done a poor job at defining what a “financial plan” is, especially a “comprehensive financial plan”. This article discusses some recent polling results from a large Canadian Bank and an article from a financial columnist at a major Canadian newspaper. Click here for November 3, 2011 newsletter [...]