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Category: tax

Optimizing Wealth Through Asset Re-Allocation

November 1, 2018Blog, Investment, RRSP, tax, Tax Free Savings AccountMaclean Rowe

If you are an active investor, your investment holdings probably include many different asset classes. For many investors, diversification is a very important part of the wealth accumulation process to help manage risk and reduce volatility. Your investment portfolio might include stocks, bonds, equity funds, real estate and commodities. All these investment assets share a common characteristic – their yield is exposed to tax. From a taxation standpoint, investment assets fall into the following categories…

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2018 Federal Budget Highlights for Business

March 4, 2018Blog, Business Owners, corporate, Investment, taxMaclean Rowe

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

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2018 Federal Budget Highlights for Families

March 4, 2018Blog, disability, Family, individuals, Investment, taxMaclean Rowe

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

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BC Budget Highlights 2018

February 22, 2018Blog, Business Owners, corporate, Family, health benefits, individuals, Investment, mortgage, taxMaclean Rowe

BC Finance Minister Carole James delivered the province’s 2018 budget update on February 20, 2018. The budget anticipates a surplus of $219 million for the current year, $281 million for 2019 and $284 million in 2020.

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RRSP Deadline is March 1, 2018. How much tax can you save?

January 27, 2018Blog, Family, individuals, Investment, RRSP, taxMaclean Rowe

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

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A Lifetime Gift for Your Grandchildren

December 1, 2017Blog, Family, individuals, Life Insurance, Retirees, taxMaclean Rowe

If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as cascading life insurance.

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Updated Small Business Tax Reforms

October 30, 2017Blog, Business Owners, corporate, taxbusiness owners, capital gains exemption, taxMaclean Rowe

It has certainly been a busy week in terms of announcements regarding financial policies for small businesses. Following the series of proposed tax reforms that the government announced back in July, various tweaks and changes have subsequently been made, owing, perhaps in part, to confusion and frustration expressed among the small business community. We have provided a brief summary of the changes in this article and infographic.

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Recent Posts

  • Life Insurance – Do You Buy, Rent, or Borrow?
  • Private Health Spending Plans for the Owner/Operator Business
  • Canada Pension Plan – Should You Take it Early?
  • Optimizing Wealth Through Asset Re-Allocation
  • Get Your Corporate Dollars Doing Double Duty

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Contact Us

Gaire Maclean
Certified Financial Planner & Investment Fund Advisor_ Investia Financial Services Inc.

Tel: (604) 683-2044 
Email: gaire@macleanrowefinancial.com

Tannis Rowe
Certified Financial Planner & Investment Fund Advisor_ Investia Financial Services Inc.

Tel: (604) 683-2044 
Email: tannis@macleanrowefinancial.com

#1810 – 1075 West Georgia Street
Vancouver, British Columbia
V6E 3C9

info@macleanrowefinancial.com

Latest Posts

  • Life Insurance – Do You Buy, Rent, or Borrow?
  • Private Health Spending Plans for the Owner/Operator Business
  • Canada Pension Plan – Should You Take it Early?
  • Optimizing Wealth Through Asset Re-Allocation
  • Get Your Corporate Dollars Doing Double Duty

About

MacLean Rowe Financial’s “Boutique” approach to financial advice affords clients with the individual attention they deserve to achieve their goals and objectives.
Insurance products are offered through our managing general agency. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
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