Reallocating Your Wealth: taking a look at pools of capital

Jun 26, 2018 | Brendon Boothman


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We all have the same traditional pools of capital, within which to accumulate and invest our wealth and draw income- pension, registered and non-registered assets. Within the non-registered option there are such vehicles as equities, fixed income & mutual funds.  Proper diversification and consideration of your wealth may help you achieve your lifestyle needs/bequests and philanthropic planning desires in a tax-efficient manner that may ultimately enhance your overall wealth as described in the attached article.