lifestylewealth.ca
E-newsletter | Lifestyle Wealth
http://www.lifestylewealth.ca/e-newsletter
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. We work hard to keep all our clients informed about important financial topics. To this end, we publish a monthly e-Newsletter full of articles and links to help our clients make smart choices about money. Click here to read our Current Issue! We protect the privacy of all email addresses on our list. Mutual Funds Provided Through FundEX Investments Inc.
lifestylewealth.ca
Insurance Analysis | Lifestyle Wealth
http://www.lifestylewealth.ca/insurance-analysis
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. Proper analysis is vital to ensure that you aren't paying too much for insurance and that you have the correct type of insurance for your needs. INSURE RIGHT - Interactive Insurance Helper * *. Call our office today if you have questions about your insurance strategy. Mutual Funds Provided Through FundEX Investments Inc. Do you ever feel like life is too automated? You have worked all your life ...
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Financial Plans and Marriage Breakdown | Lifestyle Wealth
http://www.lifestylewealth.ca/e-newsletter/2015/2015-08/article-2.htm
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. Financial Plans and Marriage Breakdown. Financial Plans and Marriage Breakdown. Posted on August 10, 2015. Statistics show that about half of marriages end in divorce. Ed and Liz are ending theirs and are concerned about changes that will have to be made to their financial and estate plans. Some considerations, also in common-law relationships, are:. Ed and Liz will each need to make new Wills&#...
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Estate Planning | Lifestyle Wealth
http://www.lifestylewealth.ca/estate-planning
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. Why is Estate Planning Important? Estate Planning Resource Links. Estate Planning - Your Estate Record Keeper. Estate Planning - 10 Step Checklist. Understanding Your Insurance Needs. Probate Planning to Minimize Estate Costs. Structuring an Effective Will. Estate Tax Minimization Through Inter-vivos Gifting. The Role of an Executor: What You Need to Know. Estate Planning: 10 Simple Steps.
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Why Time Matters | Lifestyle Wealth
http://www.lifestylewealth.ca/e-newsletter/2015/2015-08/article-1.htm
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. Posted on August 10, 2015. It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial planner or investment advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future. Conversely, in the event that the advisor and the client get lucky and make a large return on their money,...
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About Us | Lifestyle Wealth
http://www.lifestylewealth.ca/about-us
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. To be recognized for enhancing the Lifestyle of those we serve. We deliver clarity, direction and an improved lifestyle to those we serve. We are dedicated to our clients’ success. We have respect for all people at all times. We will act with integrity, confidentiality and high ethical standards. We give back to the communities we serve. Mr Velanoff also brings the experience of having participa...
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Resources | Lifestyle Wealth
http://www.lifestylewealth.ca/resources
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics. Below or use our Search Tool. Above to find articles pertaining to almost any type of financial situation. If you need additional assistance, please don't hesitate to send us an email or call our office. You have worked all...
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Disclaimers | Lifestyle Wealth
http://www.lifestylewealth.ca/disclaimer
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. FundEX Investment Disclaimer
. Labour Sponsored Investment Funds ("LSIF") have tax credits that are subject to certain conditions and are generally subject to recapture, if shares are redeemed within eight years. Please note that Mutual Fund Representatives in Alberta are not permitted to sell LSIF. Investors should educate themselves regarding securities, taxation or exchange control legislatio...
lifestylewealth.ca
Tax Planning | Lifestyle Wealth
http://www.lifestylewealth.ca/tax-planning
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. Tax planning and tax strategies involve the application of the rules and provisions of the Income Tax Act, which is voluminous and in a constant state of change. Because their effective application can result in hundreds or even thousands of dollars of tax savings each year, it is strongly recommended that you seek the guidance of a financial professional with experience in income and invest...
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Retirement: The Promised Land or Crushing Boredom? | Lifestyle Wealth
http://www.lifestylewealth.ca/e-newsletter/2015/2015-08/article-3.htm
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. Retirement: The Promised Land or Crushing Boredom? Retirement: The Promised Land or Crushing Boredom? Posted on August 10, 2015. For years, you have been anticipating that last day at work. When it finally arrives, will it live up to your expectations? While the lemonade may be in unlimited supply, your attention span is not. What happens if you get bored? Not that poolside lemonade. These findi...
