are all aware of the staggering amount of money and property
that will change hands over the next 20 years as the baby
boomers come into their inheritances. The reinvestment
of that wealth is the topic of myriad books, articles,
seminars, advertisements and talk shows.
clients are now working with financial planners, investment
advisors and similar professionals to assist them in
the accumulation and protection of assets through such
vehicles as life insurance, RRSPs, non-registered stocks.
Some clients are dealing with real estate agents to
help them locate investment properties. The Income Tax
Act has numerous rules regarding how these assets are
taxed. How can you be confident that you are investing
in the mix of assets that will provide you the after
tax return most suited to your current situation and
long term goals?
will review the recommendations of your financial advisor
and identify opportunities for you to structure your
portfolio (insurance, RRSP, stocks, bonds, real estate
etc.) to significantly increase the long term after
tax return on your investments by recommending the type
of investment you should acquire at a particular point
in time based on your current and anticipated future