Income splitting

The Tax Benefits of Income Splitting

October 10, 2019 |David Serber is understandable that clients with taxable income of roughly $225,000 or more per year, who are subject to the top rate, are on the lookout for ways to reduce their tax bill.

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The waiting game

The Waiting Game: Will the Global Economy Respond to Lower Interest Rates?

October 10, 2019 |David Serber

Despite the never-ending stream of dire news over the past few months (Brexit, China trade war, Hong Kong riots, Trump, etc.), the third quarter was relatively calm for financial markets.

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David Serber, FCSI

Senior Portfolio Manager & Wealth Advisor