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- No comments on Tax Free Savings Accounts and Deferred Sales Charges
There is a potential time bomb lurking in Tax Free Savings Accounts (TFSA) that have investments in them that were purchased using a Deferred Sales Charge (DSC) compensation model. When I did the math on this, it just reinforced my rationale for encouraging advisors to invest their clients money using no-load investments. The best way…
Creating a Business Owners Dream Financial Plan – The Sellability Score© and The Business Sellability Audit™ (Part 3 of 8) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me…
Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me…
So, why is your financial plan missing the mark? Every month you’re putting money aside, investing in the top mutual funds you can find, not putting all your eggs in one basket – doing the right things. But, you still feel like you’re falling short of your goals. Your worry factor is high. Consuming financial…
Republished with permission from Built to Sell Inc. The majority of businesses in Canada today started out as service companies. If you want to own a web design firm, you didn’t need a lot of money, just a technical knack. Enterprising professionals who know how to get the media’s attention can start their own pubic relations…
Creating a Business Owners Dream Financial Plan – Start With Your Base Plan WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review…
In this video, I speak with Mike Flux, VP Connor, Clark & Lunn Private Capital to get an update on the Alternative Asset Classes they offer (Commercial Real Estate, Infrastructure and Private Equity). This video will provide a plain english update on three of the most exciting investment categories available as a complement to a…
Republished with permission from Built to Sell Inc. Many business owners believe the act of selling their business is similar to passing the baton in a 400 metre relay: once you’re finished running, you get to relax. In reality, buyers will insist that you stay on for a transition period – anywhere from six months…
In this episode, I interview Roger Thorpe, President of Thorpe Benefits and we have an in-depth discussion about Employee Benefits. Roger reveals to us his perspective on how business owners can better utilize their group benefits plans to enhance their employee experience. If you’re a business owner looking for a group benefits plan for your…