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REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Segregated Funds

What are Segregated Funds?

Many people are familiar with mutual funds as an investment but are not as familiar with segregated funds. Segregated funds are investment funds (like mutual

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cash now

What To Do with Cash Now

The Bank of Canada has raised its policy rate over 2022, and it is currently 3.75%.  Prior to the interest rate increases this year, there were

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diversified portfolio discussed
Blog

How Do You Develop a Diversified Portfolio? 

A common question people have when we initially meet is, “How do you develop an investment portfolio?” Many people have a basic understanding of the …

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Segregated Funds
Blog

What are Segregated Funds?

Many people are familiar with mutual funds as an investment but are not as familiar with segregated funds. Segregated funds are investment funds (like mutual …

Read More →
cash now
Blog

What To Do with Cash Now

The Bank of Canada has raised its policy rate over 2022, and it is currently 3.75%.  Prior to the interest rate increases this year, there were …

Read More →
checklist year end
Blog

2022 Year-End Planning Checklist

The end of the year is a great time to take a quick review of your personal finances to determine if you have any action …

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4 percent rule
Blog

4 Things Retirees Should Know About the 4% Rule

When people are looking to make the transition to retirement, they want to know how much they can spend each year without running out of …

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Chapter Two of Preserving Wealth
Blog

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE Even though the first meeting was set for our cottage, I was …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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