Other Recent Articles
Satellite Portfolio Methodology
Many investors will not have a Satellite portion in their portfolio whereas others will have as much as 40% allocated for active management predominantly in the form of specialized managed mutual funds or individual security selection (stocks, bonds, specialized ETFs, etc.).
1Feb2008 | Preet | Comments Off | Continued
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.
12Jan2008 | Preet | Comments Off | Continued
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.
11Jan2008 | Preet | Comments Off | Continued
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.
10Jan2008 | Preet | Comments Off | Continued
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.
10Jan2008 | Preet | Comments Off | Continued
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.
9Jan2008 | Preet | Comments Off | Continued
Near Term Withdrawal or Income Requirements
If there is a requirement of income from the portfolio beyond the interest and/or dividend income provided by the Core/Satellite portfolio, it is recommended that a portion of the overall portfolio that is required for this additional income be allocated to Cash and Cash Equivalents, or guaranteed Canadian Government Bonds only.
9Jan2008 | Preet | Comments Off | Continued
