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Pacific Wealth Management

Private Corporations Dodge a Bullet with the 2018 Federal Budget. Update on Taxation Changes Affecting Private Corporations. What happens now is anyone’s guess and most likely, we will probably have to wait until the Spring to find out. There were three specific tax planning strategies employed by private corporations that the department was most concerned with: Read more. The Importance of Critical Illness Insurance in Retirement Planning. TFSA or RRSP 2018. Why not do both? What does the Act do? The Ge...

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Private Corporations Dodge a Bullet with the 2018 Federal Budget. Update on Taxation Changes Affecting Private Corporations. What happens now is anyone’s guess and most likely, we will probably have to wait until the Spring to find out. There were three specific tax planning strategies employed by private corporations that the department was most concerned with: Read more. The Importance of Critical Illness Insurance in Retirement Planning. TFSA or RRSP 2018. Why not do both? What does the Act do? The Ge...

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Pacific Wealth Management | pacificwealth.ca Reviews

https://pacificwealth.ca

Private Corporations Dodge a Bullet with the 2018 Federal Budget. Update on Taxation Changes Affecting Private Corporations. What happens now is anyone’s guess and most likely, we will probably have to wait until the Spring to find out. There were three specific tax planning strategies employed by private corporations that the department was most concerned with: Read more. The Importance of Critical Illness Insurance in Retirement Planning. TFSA or RRSP 2018. Why not do both? What does the Act do? The Ge...

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The Single Most Important Thing You Can Do For Your Stress | Pacific Wealth Management

http://pacificwealth.ca/blog/2015/02/04/the-single-most-important-thing-you-can-do-for-your-stress

February 4, 2015. The Single Most Important Thing You Can Do For Your Stress. Buy insurance online now. Extended Health and Basic Critical Illness Plans. This information is designed to educate and inform you of financial strategies and products currently available. As each individual's circumstances differ, it is important to review the suitability of these concepts for your particular needs with a Qualified Financial Advisor.

2

Estate Planning | Pacific Wealth Management

http://pacificwealth.ca/blog/category/estateplanning

Posts from the ‘Estate Planning’ Category. Do You Need Individual Life Insurance? Canadians may need to rethink their risk management. In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance. Surprisingly, it also revealed that only 38% of Canadians own an individual life insurance contract. The Corporate Estate Transfer. What is a Corporate Estate Transfer? Changes to the Taxation of Estates. Estate...

3

Charitable Giving | Pacific Wealth Management

http://pacificwealth.ca/blog/category/charitablegiving

Posts from the ‘Charitable Giving’ Category. The benefits of year-end charitable donations. By Anne Levy-Ward, BrighterLife.ca. If you’re like many Canadians, your mailbox is jammed in the holiday season with greeting cards, mail-order catalogues, promotional calendars, sale flyers and requests for charitable donations. While you probably enjoy catching up with faraway friends and relatives and maybe even flipping through gift guides, you might not appreciate the flood of requests for money.

4

Stay Safe this Summer | Pacific Wealth Management

http://pacificwealth.ca/blog/2015/05/03/stay-safe-this-summer

May 3, 2015. Stay Safe this Summer. By Anna Sharratt, BrighterLife.ca. David Banerjee got a big lesson in water safety when he was seven. On his first canoe trip with his father in Muskoka, ON, the canoe capsized, tossing both of them into deep water. I dog-paddled towards shore, and I assumed that my father knew how to swim because he was, after all, my father, and capable of anything, says Banerjee, a Toronto teacher. But my father had never had the opportunity to learn to swim properly. Bright Ideas:F...

5

The Estate Bond | Pacific Wealth Management

http://pacificwealth.ca/blog/2015/06/08/the-estate-bond

June 8, 2015. Growing your estate without undue market risk and taxes. Often we see older investors shift gears near retirement and beyond. Many become risk adverse and move their assets into fixed income type investments. Unfortunately this often results in the assets being exposed to higher rates of income tax and lower rates of return never a good combination. Or maybe the older investor cannot fully enjoy their retirement years for fear of spending their children’s inheritance. How does it work?

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Pacific Wealth Management

Private Corporations Dodge a Bullet with the 2018 Federal Budget. Update on Taxation Changes Affecting Private Corporations. What happens now is anyone’s guess and most likely, we will probably have to wait until the Spring to find out. There were three specific tax planning strategies employed by private corporations that the department was most concerned with: Read more. The Importance of Critical Illness Insurance in Retirement Planning. TFSA or RRSP 2018. Why not do both? What does the Act do? The Ge...

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