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Personal Wealth Management
Learn moreIndividualized plans, for every stage of your financial life.
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Family Wealth Management
Learn morePreserve, grow & sustain inter-generational and inherited wealth.
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Corporate Financials
Learn moreProtection planning for your business today and the future.
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Insights Blog
Financial articles regarding our sophisticated approach to building private wealth.
Featured
ESTATE PLANNING
One thing that many people forget to do after a life change is to update their will. Most people write it, file it and then forget about it.
Access your complimentary copy of the Estate Planning Personal Records Organizer from Jeff Somers & Associates, and take control of your legacy.
RETIREMENT
How to help your retirement portfolio stay ahead of inflation
How to plan a tax-efficient retirement withdrawal strategy
What is longevity risk in retirement and how can you manage it?
Getting your retirement plan right is crucial; you need to be confident that your money will last throughout your retirement while giving you the standard of living you need.
That’s why it’s important to have a solid financial plan and also dependable advice. There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans.
PRIVATE WEALTH MANAGEMENT | TAX PLANNING
Many investors like to fill the bulk of their portfolio with so-called “safe” investments, often for a variety of reasons. They may have an innate distrust or fear of the markets; their key goal is to maintain their savings’ value; they’re in or about to enter retirement and don’t want to risk losing any of their savings; or recent market volatility has spooked them.
In this article, we examine the different kinds of business ownership, the types of tax advantages and savings that can come with incorporation, and whether it might be a valid option for your business.
In this article, we’ll discuss the concept of tax loss selling, how it works and how to ensure losses you trigger can be claimed as intended.
This article explores the impact rising interest rates have on housing and inflation and how rising interest rates might impact your portfolio.
Contact Jeff Somers & Associates for a winning strategy to manage market volatility.
8 common TFSA pitfalls and how to avoid them
With the end of the year fast approaching, Canadian taxpayers will want to consider all the tax planning opportunities available to them. The IG Wealth Management Year-end Tax Planning Checklist can help you understand what opportunities are most suited to you.
INSURANCE PLANNING
Most people think of life insurance as a necessary expense. It’s something that you almost begrudgingly pay for, in the hope that you’ll never need it, but with the expectation that it will protect your family’s finances, should the worst happen.
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Why your company life insurance is probably not enough. Some Canadians are fortunate enough to get great workplace benefits. These often include health and dental coverage, a company pension and company share ownership options. Another common benefit is company life insurance (known in the industry as group life insurance).
Life insurance - not just for emergencies...explore options that are relevant to you.
In this article, we’ll discuss how permanent life insurance is a tax efficient tool that helps many affluent Canadians address three main concerns.
FAMILY WEALTH MANAGEMENT
This article talks about how you can take control of your finances and develop a plan to reduce financial stress for good.
Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. The good news is that it’s never too early or too late to start. Planning helps you identify tax-saving opportunities, mitigate potential financial gaps and maximize your current lifestyle. Here are 10 actions you can begin to take today.
CORPORATE FINANCIAL MANAGEMENT
Year-end tax planning tips for business owners
A business can be operated using one of three structures: sole proprietorship, partnership, and corporation. Tax and estate planning affects all business owners; but as most profitable businesses are incorporated, we’ll focus on some tax and estate planning considerations within a corporate structure.
Estate Planning | Personal Records Organizer
Complete the following form for a complimentary copy of the Estate Planning Personal Records Organizer from Jeff Somers & Associates, and take control of your legacy.
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PERSONAL RECORDS ORGANIZER
Estate Planning - For the protection of your legacy.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
May we help you build a better financial future?
Contact us to learn about our sophisticated approach to building private wealth.
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