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Tips for consolidating your investment accounts

When we first meet with potential clients, we will typically have four meetings in the first month. These meetings are done to gather information, share information, open accounts, and complete any required forms.

Brokerage firms, banks, and insurance companies often create their own in-house product, referred to as proprietary products. They are proprietary because they can only be sold by the firm that created it.

This year inflation has reached nearly a 20-year high. The most recent inflation figure for August 2021, was 4.1 per cent. For reference, the last time inflation was at these levels was in 2003 when inflation hit 4.7 per cent.

Do you dread preparing the accounting records for your corporate tax year end? We make the analysis of the investment component as painless as possible. Getting ready for your corporation’s year-end involves many moving parts.

Over half of the corporations we work with have a shareholder situation that is relatively straightforward — either a sole shareholder or jointly owned with their significant other.

In my introductory accounting textbooks, it talks about how a corporation can not die. It also mentions that all corporations have one or more voting shareholders. The voting shareholder(s) appoint one or more directors to oversee the corporation.