2017 was one of the historically least volatile markets we have seen since the mid-60s. As such, investors were anticipating a more volatile 2018, but few expected the severity and frequency of the swings seen on Bay Street and Wall Street this year.
Tax season is upon us! To assist with your filing considerations this time of year, we are pleased to share this months’ marketing resource on Spousal Loans. Current conditions make this an opportune time to consider a spousal loan as an income-splitting strategy to minimize taxes.
During the holiday season, many people are fortunate enough to have spent quality time with loved ones and friends. Now that 2018 is in full swing, some investors may be reflecting on the time they spent with their families, bringing the importance of estate planning intomind.
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