Financial Resource News:
Financial Information Archives

Corporate Estate Bonds

Is the Government your silent partner?

Demutualization

Shares
RRSP's
Charitable Donations
Government Benefits
Effect on Canadian-controlled Private Corporations

Disability Insurance

Business, the forgotten victim

Elder care

Elder Care

Estate Planning

What is Estate Planning?
Getting Started - It's never too early
Determining your net worth
Your Beneficiaries
Gifts and Bequests
Professional Advice
Estate Planning Tools
Your Will
Power of Attorney
Insurance
Trusts
Private Corporations
Estate Planning - A Work in Progress
The Executor's Role
Where There's a Will
Beneficiary Designations
How Is A Beneficiary Designation Made?
How Should A Beneficiary Be Identified?
Can Insurance Proceeds Be Left "In Trust" For Children?
How much money do you need?
The Changing Workplace
THINK OF THE CHILDREN: Choosing a Guardian
Start Planning Now to Minimize the Taxes on your Estate

Financial Planning

What Is A Financial Plan?
Look at the Whole Picture
Elder Care
Financial Planning for Disabled Children

Investing

Top Ten Reasons to Invest in No-Load Funds!
Dividend Tax Credit Explained
The Safety of Mutual Fund Investments
Trouble Shooting Mutual Funds
Fraud & Scams

Life Insurance

Fire Your Bank? - Is Bank Insurance too expensive?
Transferring Corporate Owned Insurance To the Shareholder
Gift of Corporate-Owned Policy to the Shareholder
Transfer Policy as a Dividend in Kind
Determining the Fair Value of a Universal Life Policy
Underwriting Considerations
Living Buy-out, the Purchase of a Business.

RRSP's

Calculating Your RRSP Bottom Line


Financial Information, Volume I

 

The Safety of Mutual Fund Investments
Trouble Shooting Mutual Funds
Is the Government your silent partner?
Living Buy-out, the Purchase of a Business.
Business, the forgotten victim


Financial Information, Volume II


Underwriting Considerations
How much money do you need?
The Changing Workplace
Look at the Whole Picture
Elder Care
Financial Planning for Disabled Children
Fraud & Scams
THINK OF THE CHILDREN: Choosing a Guardian
Start Planning Now to Minimize the Taxes on your Estate

Financial Information, Volume III • Is Bank Insurance too expensive?


Fire Your Bank? - Is Bank Insurance too expensive?

Financial Information, Volume IV • What is Estate Planning?


What is Estate Planning?
Getting Started - It's never too early
Determining your net worth
Your Beneficiaries
Gifts and Bequests
Professional Advice

Estate Planning Tools

Your Will
Power of Attorney
Insurance
Trusts
Private Corporations
Estate Planning - A Work in Progress

The Executor's Role


Financial Information, Volume V • Market Volitility


  1. Market Volitility - BUY OR SELL?
  2. How Drastically Does This Impact Mutual Funds?
  3. What is the Smartest Way to React During Market Volatility?
  4. What's the Bottom Line on Market Volatility?

Financial Information, Volume VI


  1. Top Ten Reasons to Invest in No-Load Funds!
  2. Dividend Tax Credit Explained
  3. Shares
  4. RRSP's
  5. Charitable Donations
  6. Government Benefits
  7. Effect on Canadian-controlled Private Corporations
  8. Financial Planning?
  9. Calculating Your RRSP Bottom Line
  10. Transferring Corporate Owned Insurance To the Shareholder
  11. Gift of Corporate-Owned Policy to the Shareholder
  12. Transfer Policy as a Dividend in Kind
  13. Determining the Fair Value of a Universal Life Policy
  14. Where There's a Will
  15. Beneficiary Designations
  16. How Is A Beneficiary Designation Made?
  17. How Should A Beneficiary Be Identified?
  18. Can Insurance Proceeds Be Left "In Trust" For Children?

Home | About Us | FAQ | Services | Newsletter | Archives | Contact Us | Download

"The above is intended for the consideration by persons involved in the investment
profession. The opinions and analysis above is for use as background information. This
discussion alone is not sufficient and should not be used for the development or
implementation of an investment strategy. This discussion is not , and should not be
construed as, investment advice to any party."

WGA Design