How to Invest a Cash Lump Sum

Increasing our savings and making good investments helps us increase our wealth. While this is true, we also become wealthy from a sudden cash lump sum. This usually occurs 1 of 3 ways: 1) Selling a Business At some point, entrepreneurs sell their business (hopefully for a large amount)....

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We’ve Expanded!

2020 has presented a number of unique challenges for all of us. It has provided an opportunity for us to evolve as a firm and improve upon the services we offer you.  We've expanded! We expanded our provincial footprint of our firm by opening a new office in Victoria, BC. Fone Thantasanee...

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6 Overlooked Habits to Increase Your Wealth

Our job is to advise on the creation and maintenance of people’s wealth. As a result, we have spent countless hours studying high net worth (HNW) individuals. From our experience, we have found the wealthiest individuals to display 6 common habits. 1. They Make Money in Their Sleep As kids,...

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Key Investment Idea: What, When, How?

What, When, How? These are the three questions that every advisor and every investor will have to consider at any given time.  Of the three, the most difficult is “When?” In other words, do we buy at today’s prices? Do we wait a month? Do we buy when the stock market reaches a certain...

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A Tax-Free Hedge for Your Business

Split-Dollar Critical Illness Insurance allows you to reduce risk and optimize tax in your company. How it Works Critical Illness insurance pays you a lump sum of cash when you are diagnosed with a life-threatening illness. Like other insurance contracts, you pay for the premiums each year (or,...

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How to Capitalize on Today’s Markets

The worst single-day decline since 1987. The worst week since the financial crisis. After 132 months, COVID-19 has ended the longest bull market run in history. Does this mean the good times are over? History would say no. Rather, in every market correction since the 1950s, the S&Ps...

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TFSA Planning for 2016

TFSAs – Could they be any more confusing - again? On Monday, December 7th, Bill Morneau, the Federal Minister of Finance, announced changes to the TFSA contribution limits for 2016.  The good news?  2015 is unchanged.   Executive Summary The window for 2015 contributions to Tax Free...

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