Strategies & Info
Canadian MD’s Worried About Retirement Planning
Of the 642 medical doctors who responded to The Medical Post’s online survey, 73% say they use the services of some sort of financial advisor, but only 35% feel their advisors have created a comprehensive retirement plan for them.
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Portfolio Insurance
Many people are surprised to learn that it is possible to purchase insurance on your investment portfolio. While there are many different forms of portfolio insurance out there today, one of the most cost effective can be the purchasing of put options.
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Flow-Through Limited Partnerships
Some high-net worth investors who have an aggressive investment risk profile and a high marginal tax bracket may want to consider the merits of investing in Flow-Through Shares or Flow-Through Limited Partnerships for the attractive tax advantages they offer.
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Flow-Through Ladder Strategy
Aggressive and speculative investors can create perpetual tax relief through the implementation of a two year Flow-Through Limited Partnership ladder. Every year, an investment will mature and can be rolled back into a new investment thanks to the 2 year or shorter maturity periods.
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Incorporation For Physicians and Dentists
Since 2006 doctors and dentists have been able to pay dividends to immediate family members (including direct parents) from earnings inside their professional corporations. This example shows how one family can save over $57,000 in tax per year just through incorporation.
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Hedging A Portfolio With Double Inverse ETFs
The advent of Double-Inverse ETFs has created new ways to hedge and speculate the capital markets. Here’s what you might want to consider before using these products.
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How Mutual Fund Sales Are Compensated In Canada
There are thousands of mutual funds available in Canada and many funds have multiple different compensation structures available for the advisor to choose from. Learn more about these different versions and how they affect you and your advisor.
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