Mapping Your Financial Success

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Edmond Financial Group Presents

Join us for our client seminar on September 21 when we present Mr. Daniel Bubis and Dr. Bruce Empringham.

Twenty-Two Tax Tips We'd Like You to Know About

  1. Use RRSP space to reduce current taxes.
  2. Use a spousal plan to split RRSP income.
  3. Average CPP benefits.
  4. Split income with children through a Registered Education Savings Plan.
  5. Have the higher income spouse pay household expenses.
  6. Employ spouse or children.
  7. Loan money to a lower-income spouse to make an investment.
  8. Create a corporation to carry on an active business.
  9. Blend interest into the sale price of an asset.
  10. Reinvest interest income in common stock or preferred shares...
  11. Use life insurance to convert a growing body of money into the property of family members.
  12. Invest in devices, such as tax-efficient mutual funds or natural resource income trusts...
  13. Buy convertible bonds that allow a switch from income producing interest coupons to common shares...
  14. Make sure children with earned income file a tax return.
  15. Claim medical expenses proficiently.
  16. Make a vow of perpetual poverty.
  17. Split pension income with your spouse or common-law partner.
  18. Save receipts for your children's physical activity programs.
  19. Realize losses to offset gains.
  20. Contribute to a Tax-Free Savings Account.
  21. Gift public company shares to a charity.
  22. Registered Disability Savings Plan.

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Inside Edmond Financial Group (EFG)
Everything you want to know about us and what we do. The Planning Services section includes information on our planning process and financial products, published case studies, and a frank discussion on how to select a financial planner.
Personal
The Personal Financial Planning Knowledge Base provides information on financial products, their uses as part of a balanced financial portfolio, and the many considerations that must be taken into account when designing that portfolio.
Business
The Business Financial Planning Knowledge Base gives business owners, executives and shareholders information on how to protect their business and employees.

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An Accredited Mortgage Professional is available to assist EFG clients with access to competitive rates, products and service.

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Quadrus Investment Services Ltd. and design, Quadrus Group of Funds, invest@Quadrus and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission by The Great-West Life Assurance Company.

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