Individual Pension Plan (IPP): a Tax Advantage You Should Investigate

February 9th, 2012

As a business owner, you should know about an INDIVIDUAL PENSION PLAN (IPP)

Advantages of an IPP:

  • A tax shelter for a portion of corporate profits
  • Assets held in an IPP are creditor proof
  • IPP fund may be topped-up if required to fund benefits
  • Early retirement can be funded by a lump-sum tax deductible contribution
  • You may contribute for years of past service before plan was created

 Do you qualify? Read the rest of this entry »

The markets may be discounting a recession which won’t happen!

August 10th, 2011

Global stock markets have been extremely volatile over the past few days. Your funds invested with us are quite defensively structured with low exposure to the energy and metals sectors. Overall, our clients’ portfolios shrunk in value by much less than the New York and Toronto stock markets. Read the rest of this entry »

Canada Post Service Interruption

June 21st, 2011

Dear Investors:

As we are awaiting for Canada Post to resume its operation, we continue posting Monthly WEALTHNOTES in the Client section of the web-site. Please let us know if you need help retrieving your password.

Piece of Investment Wisdom

May 9th, 2011

John P. Hussman, Ph.D.

In bubbles, infatuation with market momentum takes over from any notion of value and fair price, and greed (plus the pain of standing by as others make seemingly easy money) neutralizes any prudence that might otherwise hold sway…

Caution: Real Estate Fraud…

April 4th, 2011

ASC alleges fraud against Cleone Couch and Shire International Real Estate Investments Read the rest of this entry »

Unrest in North Aftica and the Stock Markets

February 24th, 2011

Global stock markets are weak because investors are worried that rising oil prices will injure consumer spending and impair the economic recovery. These fears might be realized if the price of oil went through $125/bbl and remained at or above that level for an extended period of time. Read the rest of this entry »

Important Changes to CPP

February 3rd, 2011

The Canada Pension Plan, or CPP, is changing the rules as to how much you’ll receive. It writes, “These new changes will be gradually phased in over five years starting in 2011.” Read the rest of this entry »

The Top 3 Things Investors Should Know, but Probably Don’t…

February 1st, 2011

The investment industry spends hundreds of millions of dollars a year in advertising, but that doesn’t mean the general public is getting the accurate information. Nor does the blanket coverage from the financial media ensure that the public is shielded from misinformation. So, as you contemplate investing for the New Year, here are 3 facts you probably don’t know (but should): Read the rest of this entry »

2011 and 2012 S&P 500 Forecast (ISI)

January 21st, 2011

One of our economic consultants, International Strategy & Investment (ISI) has been ranked number one in the world for the past 30 consecutive years.  Today, they revised their forecast for U.S. economic growth upwards to produce an S & P Index earnings expectation of $97.00 this year (2011) and $105.00 next year (2012)…. Read the rest of this entry »

12 Ways to Defeat Your Debt

January 20th, 2011

Is it your goal to pay down debt this year? We’ve got some strategies to help.

Debt: surveys say we’re deeper in it, but we’re more eager to get out of it too. Debt has become an ugly word in recent years, and it’s no surprise that paying it down tops many New Year’s resolutions lists again this year. Read the rest of this entry »