A Message From Selectpath:

Recently, Selectpath was a finalist for London Business Magazine's "Small Business of the Year" Award. In going through the process with the magazine's award council, we were to articluate our corporate culture and community involvement. We chose to articulate this in a visual presentation, which we'd like to share with you.

To review the Selectpath Corporate and Community Presentation please click the link below.

SELECTPATH: THE COMPANY

 

Transferring Wealth: Effective strategies for the typical Canadian

Keeping it in the family
You’ve worked a lifetime to accumulate assets. In fact, the average Canadian family has amassed total personal wealth of approximately $200,000. And whether your nest egg is bigger or smaller than that, there are simple strategies every Canadian can use to make sure their wealth passes smoothly and tax-effectively to children and grandchildren.

Click here to read the full article.

Income splitting checklist: Strategies that may apply to your situation

If you earn a lot more than your partner...

If you have a pension plan or a much larger RRSP portfolio than your spouse...

If you’re self-employed...

If your adult children (age 18 or older) are in a lower tax bracket than you...

If you have unrealized capital losses but don’t have capital gains this year or in the previous three years to apply them against...

Click here to learn more about how you can SAVE taxes by income splitting.

ABOUT US:

Selectpath is an independent firm of professional financial advisors and employee benefits specialists based in London, Ontario. Through our strategic alliances with industry leaders in insurance and investments, we are able to offer our clients a broad range of products and services, which meet the highest standards for performance, stability and value. We are also able to serve a broad base of individual and corporate clients throughout the province.

Click here to learn more about how Selectpath can put you on The RIGHT Path®.

No communication, article, information or advice on this website constitutes or implies in any way a solicitation of business. Please remember that while strategies outlined within this newsletter may be appropriate for some investors, you should always consult a financial advisor to determine if they are appropriate for you.

Manulife Securities and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.

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