It'll be OK...

Dec 21, 2018 |Joshua Opheim

After several rocky weeks, the media, with its usual penchant for drama, is saying we're on track for “The Worst December Since the Great Depression.” While that certainly sounds scary, you will be OK!

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Strategy 5 – Risk management

Dec 21, 2018 |Joshua Opheim

Ensure your family’s continued financial security

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Strategy 9 – Family income splitting

Dec 21, 2018 |Joshua Opheim
Strategy 9 – Family income splitting Reduce your family’s tax burden There are two reasons why income splitting is so important in Canada to reduce the family’s tax burden: Canada’s tax system is based on graduated tax rates Everyone in Canada has a tax-free...
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Strategy 2 – Consolidation of assets

Dec 20, 2018 |Joshua Opheim

Simplify your financial life

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Strategy 3 – Financial education for children

Dec 20, 2018 |Joshua Opheim

Raise financially responsible children

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Strategy 4 – Effective use of surplus assets

Dec 20, 2018 |Joshua Opheim

Protect your assets from taxes and creditors

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Strategy 6 – Vacation home planning

Dec 20, 2018 |Joshua Opheim

Maintain family harmony while reducing taxes

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Strategy 7 – Charitable giving

Dec 20, 2018 |Joshua Opheim

Make the most of your family’s charitable legacy When it comes to charitable giving, you have a number of different options that can help you achieve your philanthropic goals, while at the same time providing you with some tax relief.

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Strategy 8 – Testamentary trusts

Dec 20, 2018 |Joshua Opheim

Manage the transfer of your estate

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Strategy 1 – Comprehensive financial planning

Dec 20, 2018 |Joshua Opheim

Gain confidence in your family’s financial future

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