by David Zohar | Feb 17, 2020 | Estate planing, Investment, Wealth management
“It’s a question we hear often – can I guarantee my investment? Well, in a sense, yes – the product you’re talking about is called a Segregated Fund. “ Segregated funds, usually referred to as “Seg Funds”, are individual insurance contracts that...
by David Zohar | Feb 13, 2020 | Investment, Wealth management
“It is easy to neglect your finances in your twenties but there are a few fantastic money-related opportunities that you could be missing” Paying a little attention to your financial situation now can give you a serious head start on retirement and...
by David Zohar | Feb 10, 2020 | Estate planing, Investment, RESP, Wealth management
“RESP’s are effective savings tools for children and are very popular with parents and grandparents. But not many people think about what will happen to RESP’s money when the individual who opened the RESP dies. “ What You Need to Know The Problem RESP’s...
by David Zohar | Feb 6, 2020 | RRSP, Wealth management
“Saving for the future is important and RRSP is a great way do so. One of the benefits investing in RRSP is that the calculated earned income is reduced by the amount of contribution and the current year tax liability is reduced.” Saving for the future is...
by David Zohar | Nov 27, 2019 | Business Owners, Financial Plan, Salary, Wealth management
“Determining the best way to pay yourself through your corporation can be a daunting task but it doesn’t have to be. There are many options to choose from and before making the decision, you’ll want to consider both your personal financial circumstances and the...
by David Zohar | Apr 12, 2018 | Wealth management
The Tax-Free Savings Account (TFSA) is one of the best tools available to Canadian income investors to build their wealth. This savings scheme is not only out of the taxman’s reach, but it also gives you an opportunity to pick your own stocks, thereby deepening your...
