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Financial Tip of The Month.
Confused by the new "Income Sprinkling" Rules.
If you're a business owner, then understanding these rules is important.
Here's a guide to help.
Please share with all the business owners you know.
Want to learn more? Ask questions? Listen to our Wealth Matters Call on May 9th at 2:00pm. Register here.
Business Owners, Income Splitting, Income Sprinkling and Understanding the New Rules.
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Tax Season is Done! Frustrated because you feel like you paid too much?
Most missed Tax savings opportunity
I've recently been asked to write an article each month for York Region Media Group. We will share the links as they are released.
If you have any financial questions, please share them with us so we can write specific articles to address your questions.
Set things up now for a more tax effective 2018!
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Health Spending Account
. This type of plan provides a pre-set amount that is allocated to an account for you (and your staff) that allows you to spend it on healthcare. This plan can be very effective for keeping costs down, and helps to provide a customize approach to those that have specific or unique needs.
If it's time to ensure you have the proper protection to the most overlooked insurance in the Self-employed world today, give me a call. I can offer different types of plans, and find the fit that's best for you.
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Trustee Fees Reminder:
Please note that Trustee fees for RRSP, LRSP, RRIF, LIF will be charged in early June.
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Rightsizing. Finding Your Fit
We will be hosting 3 seminars this May in the Markham, Aurora and Richmond Hill area about downsizing.
Learn how to get the best price from your home, and all the tips for the best decision.
*To Sell or Not
*Decluttering Tips
*Real Financial Case Study.
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Cash on the Sidelines?
Check out Manulife for a Great Interest Rate.
Manulife Bank is offering a promotional annual interest rate of 2.4% on Advantage Accounts. Want an easy way to save? Set up your own online account.
Click Here or contact me
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MAKING A DIFFERENCE:
Many of you know, I have been very involved with a number of charities. I love seeing those that really make a difference. So, I wanted to share a few special events coming up.
Relay for Life Cancer Fundraiser
: Samantha Brazier is bringing this event to St. Theresa's Catholic High School in Richmond Hill. This great initiative will help more students get engaged to raise money for Cancer research. The school is trying to raise over $60,000 their first year. If you would like to support this amazing effort, please feel free to donate here:
Big Bike for Heart & Stroke: I will participate again with the Connect the Community team in Richmond Hill. We ride on June 14th. If you would like to support Heart & Stroke with more research to help us all live longer and healthier, please visit my Donation Page
Quote of the Month:
Humor is what happens when we're told the truth quicker and more directly than we're used to - George Saunders
Thanks for allowing me to be a part of your team
Sincerely,
Janine Purves, CFP®. CPCA, CCS
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This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.
Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. ("CI"). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.
Services and products may be provided by an Assante Advisor or through affiliated or non-affiliated third parties.
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Dates to Remember
May 9:
Downsizing Seminar Richmond Hill
May 9:
Wealth Matters Webcast. The session will explore the changes to the income splitting and passive investment income rules as they stand today
May 13:
Mother's Day
May 15:
Downsizing Seminar
Aurora
May 17:
Downsizing Seminar
Markham
May 21:
Victoria Day
June 1:
Relay for Life
Jun 14:
Big Bike Ride for Heart & Stroke
June 15:
Business Tax Deadline, 2nd Tax installment
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Janine Purves
CFP®, CPCA,
CCS
Senior Financial Advisor
Assante Capital Management Ltd.
Ph (905) 707-5220
Fax (905) 707-1035
9130 Leslie St., Ste. 302
Richmond Hill,
ON L4B 0B9
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