You’ve made a good life for yourself and your family. Your children graduated debt-free and you’ve helped them acquire their first homes. Although you have always intended to leave them a substantial estate, with grandchildren now in the picture, you are wondering whether it might be better to see them enjoy the money now. T.E. …
Strategies Newsletter
CURRENT ISSUE - Spring 2013
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Thanks to the guidance of T.E. Wealth and her own fiscal prudence, Louise Piché could have retired as early as age 53. But consulting opportunities have kept her engaged and energized, putting full-time retirement on the back burner for now. Louise Piché is in an enviable position. She has the financial resources to retire at …
By Kostas Andrikopoulos, President and CEO, T.E.Wealth We’ve all seen the headlines – irregularities in expense accounts, spending in excess of income, accusations of insider trading, income tax improprieties, and, more recently, money funneled to off-shore tax havens. If an executive is the target of these charges, you can bet the company that he or …
Nobody wants to pay more income tax than they have to and getting the adjusted cost base right can save you from doing just that. What is the adjusted cost base? To establish a gain or loss in value of an asset for tax purposes, the adjusted cost base is the cost associated with acquiring …
With equity markets posting positive returns over the past year, recent fund inflows show that investors are finally taking notice after several years of neglect. But will they be too late to the party? Only time will tell. Retail investors are starting to wake up to the trend that institutional investors caught on to some …
A number of indicators point to slower economic growth for Canada while the United States remains on the road to recovery. In Europe, the recession is proving to be deeper and longer lasting than expected. The intensity of the global financial crisis has now eased and there is an increased tolerance for taking on business …
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