Tax Strategies ....
Corporate Class
Corporate Class mutual funds offer the key benefit of
tax-deferred funds switching and accelerated compound
growth.
More Information...
T Class – Investing for a Tax-Efficient Income Stream
T Class funds are designed specifically to address the need for a tax-efficient income stream.
More Information...
Individual Pension Plan (IPP)
A registered defined benefit pension plan. More specifically, it provides the retiree with a guaranteed income at retirement that's been funded by the corporation; in many cases your own company.
More Information...
Shared Ownership Universal Life Insurance
Shared Ownership is an approach whereby a business owner enters into a legal agreement with his/her company to share the rights of ownership of a Universal Life (UL) contract.
More Information...
The IRIS Financial Strategy
Enhance the performance of your non-registered investments through the means of a collateral loan… in addition to maximizing your investment income and final estate.
More Information...
An Insured Annuity Strategy
An insured annuity consists of two elements:
- lump sum funds used to purchase a non-registered life annuity (usually without guarantee period); and
- a low cost life insurance policy (typically T100) with an insurance amount = annuity purchase price.
An insured annuity may be purchased by an individual or corporation.
More Information...
Charitable Giving
Charitable giving is a donor-advised fund that is a simple, cost-effective, charitable vehicle that combines immediate tax benefits with the ability to support your favorite charities now and in the future without the administrative responsibilities and expenses of setting up your own private foundation.
More Information...
