October 2017 Book a Meeting
New Email Newsletter !

As you know, I am continually trying to add more value to the services I provide as a Chartered Life Underwriter.

To this end, I would like to introduce you to my new e-Newsletter. My hope is that each issue will contain topics of interest to you.

In addition, the links at the bottom will give you quick access to other areas of ongoing interest.

If you have any thoughts about my e-newsletter, just reply to this email to contact our office.

Robert White, CLU

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How’s Your Net Worth?

His banker asked Trent what his net worth was for a loan he was applying for. He had trouble answering the question right away.

Quite simply, net worth is the difference between what you own and what you owe. But true net worth may not be quite that simple.

Some things that we own contribute to our total net worth but are actually a drain on our financial net worth. A motor vehicle, for example, rarely increases in value. In fact, as soon as you drive a new car off the lot, its value drops, or depreciates, by about 10% to 15%. The same holds true for a new computer, travel trailer or home entertainment system...

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Will Your Estate Have Enough Cash?

We’ve all heard that life has two certainties - death and taxes. You need to know the two often coincide. While Canada does not have an official death, estate or inheritance tax, there are some postponed taxes that become payable on death. There are other obligations that need to be taken into account as well. Without proper planning, an estate may have to face large and unexpected cash shortages. Consider:

Let’s start with taxes. How many will your estate have to pay? How much? And in which jurisdictions? If you are not married, Canada Revenue Agency (CRA) assumes all your assets are sold when you die, at fair market value, and then levies income tax on...

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Mutual Funds Provided Through FundEX Investments Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.   Full Disclaimer - Privacy Notice
Group One Planning Solution Ltd.
#203 - 1664 Richter St. - Kelowna, BC V1Y 8N3
Ph: (250) 762-4100
Life is what happens to us while we are making other plans.
Allen Saunders