Twitter Beğeni Hilesi

If you're incorporated, you should understand these terms: 1. CDA 2. NERDTOH 3. ERDTOH 4. GRIP These are notional accounts - they exist on paper, not at your bank. Here's what they mean: 👇

Myth: US persons living in Canada can't have a TFSA. They absolutely can! The issue is that investment income in a TFSA is taxable in the US.

You won't pay taxes on the investments in a Universal Life policy. Because the fees are so high, there won't be any investment returns anyways.

Wealthsimple's daily recurring investment option is strangely addicting. Seems like nothing to add a few bucks per day to some ETFs, but before you know it you've created a Frankenstein portfolio of fun ETFs you're buying daily. Good times

Hey MD Financial Management Might want to correct this, there's no minimum age limit to open a RRIF:

Loonies is nerd, in the best kind of way. Give him a follow and check out his new project here!

Honoured to be presenting at this year's conference!

Exactly. The "Canadian physicians pension plan" is just marketing. I could market the "McGrath super awesome special RRSP" in the same way.

Nearly 20 years later, and Demon Days by Gorillaz still absolutely slaps

If you're an aspiring financial planner, this is a no brainer. The quality of people involved with FPAC is simply incredible. FPAC is rocket fuel for becoming a financial planning expert.

In which our character discovers that owning a house is expensive

Well which is it

Concepts of a plan is exactly what I have each year for my wedding anniversary

We’ve introduced something new for #financialplanning students. We’re giving them almost all the advantages of FPAC membership … For only $30 a year. Maybe you’re studying for your CFP or QAFP, or another recognized credential. Maybe you’re pursuing a related undergraduate

"Yes, private equity has outperformed public equities, but that is due to risks that you have taken. It might not be that it's literally due to the risks you've taken, but you have taken these risks, you got compensated for it." Håkon Kavli rationalreminder.ca/podcast/321

If you're a financial planner in Canada and you're not part of the Financial Planning Association of Canada - why?

Airport pro tip: Put your watch, sunglasses, belt, phone, hat, and wallet in your carry-on BEFORE you get to the security lineup. I hate travelling

⁦Mark McGrath⁩ discovers real hot sauce

Mark McGrath hard selling how PWL Capital is basically THE place for Canadian advisors (In fairness - they kick butt. If you listen to the Rational Reminder Podcast or read their white papers you are probably a fit and should reach out.) If you are 🇨🇦 reach out! Future Proof