Tax Efficient Investing

Designing the best strategy that is right for you can be complicated. Are you getting the right advice or being sold a product? What is the best way to implement a strategy that keeps your costs low, flexibility high, and taxes at a minimum? What are the best solutions to implement – insurance products, investment funds, private portfolios, or bank instruments? In this seminar, we answer these and many more important questions about building wealth from your business. We show you some simple ideas to maximize your net worth without investing a huge amount of time or incurring a large amount of up-front or on-going costs.

March 2010
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Did you know?

Shareholder Loans

The Income Tax Act provides that shareholder loans are included in the shareholder's income in the year that the loan was made unless the loan is repaid within one year after the end of the lender's taxation year in which the loan was made. Generally, bonuses, salaries and dividends are considered bona fide repayments by shareholders.

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