A Message From Selectpath:

We would like to start by wishing you a Happy New Year! We hope you enjoyed the Christmas season and we look forward to working with you in 2007.

It's that time of the year again, time for us to get together and review your plan. Please contact our office to set up a convenient time for us to talk.

 

ATTENTION BUSINESS OWNERS:

Without continuity planning, research suggests 90% of family businesses will not survive to the third generation.

Families sometimes find themselves floundering in confusion, lack of process, ill-defined roles and poor communication when it comes to their family business.

Unfortunately, most families tend to flounder in isolation. They don’t realize that proven solutions exist, and that getting clear on a few basic concepts can be the “aha” experience that starts to unravel the confusion.

Please join Selectpath and CAFE

WORKSHOP:
Family Business Basics & Family Councils

How Efficient is Your Portfolio?

When it comes to choosing investments, it makes sense to pay attention to your investment objectives, time horizon and risk tolerance. It may also be important to compare the way different investments are taxed.

Although investments within a retirement savings plan (RSP) enjoy tax-deferred growth, investments held outside of a tax-deferred plan have different rates of taxation. And having a tax-efficient portfolio may save you thousands of dollars in the long-term.

Click here to read the full article.

Taking a Bite Out of Taxes

Putting tax-smart strategies to work for you may be almost as important as growing investments when it comes to wealth management. Here are some key financial strategies to help you minimize your tax burden.

Click here to learn more about how you can TAKE A BITE OUT OF TAXES.

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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