Kalos Blog

2 fail proof tips from an ex banker to getting the absolute best rate for your mortgage Comments
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Don’t see your banker for a mortgage before seeing these 2 fail proof tips from an ex banker to getting the absolute best rate for your mortgage. Chances are they will be ideas that you never used before. When shopping …
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RRSP Quick Tip #1:Don’t make an RRSP contribution! Comments
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On this blog post I am expanding on an update that I made on LinkedIn regarding RRSP contributions for business owners. Here is the original message: "BUSINESS OWNERS: RRSP Quick Tip #1: DON'T get one! That's right (but not for everyone).  …
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RRSP Quick Tip #2 Business Owners:No To Mutual Funds Comments
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BUSINESS OWNERS: RRSP Quick Tip #2 :If you have confirmed that an RRSP contribution is beneficial for you then read on. If you you're thinking about buying a mutual fund for your RRSP don't! The average fees (hidden of course) …
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Another brutal day on the markets. Now what? Comments
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So, another day another fall in the markets, or as the "professionals" like to say:  "A volatile day ", which is the polite way of saying a bad day. So what's  an investor to do?  Here are some very important …
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One Rarely Used Tax Strategy That Saved A Business Owner $2,600 this year Comments
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Can you believe that business owners overpay their taxes by over $3,000, on average, every year in Canada? Are you 100% sure that you are using ALL the legal tax strategies that are available to you as a business owner? If you place all …
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The 1 Investment Most Advisors Don’t Want You To Know Comments
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Most investment advisors or Financial Planners invest their clients' assets in what's called "managed money" such as mutual funds or some other type of product that has a money manager ( not your broker) calling the shots. These funds charge an annual …
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The 4 ” musts” successful business owners need to look at for their estate planning Comments
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Estate planning for business owners is crucial if you want to maintain the value of your assets once you sell or transfer your business and when you pass away. Some of the aspects that you may have to look into …
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You’ll Love This Information If Your Clients Are Other Business Owners Comments
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I've ran into some material that has had a huge effect on my business! Last summer I was doing some research on branding when I ran into a company called Cargo. This is a firm that helps big brands market to small business. They've …
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