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What are Alternative Assets and should I consider them?

by Podbean | Nov 16, 2024 | Uncategorized

Most of us are invested in the “market” in traditional assets such as stocks, ETFs, and bonds. Our investment portfolio ride the roller-coaster that is the market. Can we invest in assets that are not correlated to this roller-coaster? The answer is...

Marketing inaccuracies about pension plans “designed” for physicians – Part 3

by Podbean | Oct 14, 2024 | Uncategorized

Physicians have now been bombarded with advertisements about pensions “designed” for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to understand 100% of the solution because being 50%...

What does the increase in the Capital Gains Inclusion Rate mean for me and my family?

by Podbean | Sep 21, 2024 | Uncategorized

You have heard of the new Canadian federal budget that increased the Inclusion Rate on the Capital Gains tax. It finally went into effect on June 25th, 2024. Physicians were given the right to incorporate their practices in lieu of a salary increase. Consequently,...

Marketing inaccuracies about pension plans “designed” for physicians – Part 2

by Podbean | Sep 8, 2024 | Uncategorized

Physicians have now been bombarded with advertisements about pensions “designed” for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to understand 100% of the solution because being 50%...

Marketing inaccuracies about pension plans “designed” for physicians – Part 1

by Podbean | Sep 1, 2024 | Uncategorized

Physicians have now been bombarded with advertisements about pensions “designed” for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to understand 100% of the solution because being 50%...
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