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Brussels ON - Financial Planner - Sholdice Financial Services |Brussels Financial Planner - Susan Alexander - Sholdice Financial Services N0G 1H0
http://www.sholdicefinancial.com/
Brussels Financial Planner - Susan Alexander - Sholdice Financial Services N0G 1H0
http://www.sholdicefinancial.com/
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Brussels ON - Financial Planner - Sholdice Financial Services | | sholdicefinancial.com Reviews
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Brussels Financial Planner - Susan Alexander - Sholdice Financial Services N0G 1H0
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Why Time Matters | Sholdice Financial Services
http://www.sholdicefinancial.com/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,...
Financial Plans and Marriage Breakdown | Sholdice Financial Services
http://www.sholdicefinancial.com/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: Life Insurance. Click to Book a Meeting.
Tax Planning | Sholdice Financial Services
http://www.sholdicefinancial.com/tax-planning
Skip to main content. Your life stage is. You need to plan for. Your child's education. Gov't Sites and Forms. Registered Disability Savings Plans (RDSPs). Tax Calculators and Rates. You are more experienced now, your bank account is larger, and it is easier to think further ahead. Without barely a moment’s thought, you would protect your family from an immediate threat. Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car. Click to Book a Meeting.
Resources | Sholdice Financial Services
http://www.sholdicefinancial.com/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...
Insurance Analysis | Sholdice Financial Services
http://www.sholdicefinancial.com/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. You are more experienced now, your bank account is larger, and it is easier to think further ahead. Click to Book a Meeting.
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Our Team | Oak Tree Financial
http://oaktreefinancial.ca/our-team
Wednesday, August 31, 2016. Trent Stanley, CFP. Trent has been in the financial services for over 20 years. He thoroughly enjoys working as a financial planner because it allows him to integrate his love of numbers and finance with helping families reach their financial goals. He has also completed his Personal Financial Planning course and is a Chartered Financial Services Broker. When not at work, Trent is an active member of his local church and can be found playing the piano, teaching a Sunday School...
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Brussels ON - Financial Planner - Sholdice Financial Services |
Asset or a Liability? Roy and Mary mistakenly believed that they could simply gift the cottage to their children and postpone taxes on the gain. While the property can be gifted to a spouse or rolled over tax-free on death to the surviving spouse, when it transfers to children or grandchildren, taxes on the gain in value will be due. Because their ultimate intent is for their heirs to get the cottage, there are some things they can do now to minimize the hassles and costs when the time comes. A more viab...
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