We hear and read stories about elderly people being physically abused, but seldom do we hear or read about financial abuse that occurs just as frequently.
Category Archives: ADVISOR Newsletter Articles
By R.A. (BOB) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg On January 1, 2017, Canada Revenue Agency will apply new income tax rules that relate to permanent, participating, whole life, and universal life insurance policies issued on or after that date. Generally, those issued before the beginning of next year will not be affected, [...]
New Tax Rules for Mutual Fund Corporations
For more than four decades, your Nakamun Advisors have been helping you to create, implement, and manage your financial plan.
By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver The Federal Government offers a variety of generous grants and funding programs. Once you’ve qualified, applied, and set up the required accounts, funds are automatically deposited. In effect, free money from the Feds. If you qualify, why would you not apply to collect? Following are [...]