“Asset allocation” can mean lower tax rates…and you keep more money for your future The Montrealer April 13, 2008 5017 Capital gains and dividends have a lower tax rate, and income in your RRSP is tax sheltered until you withdraw; usually at a lower tax rate in retirement (This article discusses financial issues and uses f...
Recent changes in tax rules may provide greater refunds from charitable donations The Montrealer March 11, 2008 4414 The Franz Group serves investors as part of MacDougall, MacDougall & MacTier Inc. (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) Last week we di...
RRSP contributions play an important role in tax planning and investment growth The Montrealer February 9, 2008 4418 The Franz Group serves investors as part of MacDougall, MacDougall & MacTier Inc. Often we’re asked for our opinion. Take for instance, the theoretical case of Steve and Rhonda. They are questioning their ...
Confidence in the right people at the right place The Montrealer October 11, 2007 4408 The Franz Group serves investors as part of MacDougall, MacDougall & MacTier Inc. Do you say things like this? Are you a potential client of the Franz Group? “Jack, our financial advisor, keeps telling ...
Authenticity – the key to successful financial management The Montrealer March 3, 2007 4919 We’re flooded daily with information on investing. You hear it on the radio, see it on TV, in newspapers, the Internet, billboards, signs, painted vehicles, junk mail, handouts, even our own clothes! Someone’s ...
Margaret closes out the year by making a home down payment loan to her daughter – without denting her portfolio The Montrealer December 11, 2006 4793 Margaret’s cell phone rings. It’s her daughter. She has a request. She’s finally made the decision to buy a home and needs $50,000 to help with the down-payment. Her friend Paul’s curious. How will Margaret han...
Money Matters The Montrealer October 7, 2006 4703 The very best for your money Margaret left us last month with these words: “You’ll see that there is a way to have long-term capital growth with steady secure income that grows by at least 10% a year. All i...
