Investment Planning
The following documents are a courtesy of Invesco Canada
WHY THE SMART MONEY REMAINS FULLY INVESTED: Successful investors know it’s time, not timing, that counts when it comes to potentially maximizing your investment returns.
UNITED STATES TAX COMPLIANCE ISSUES FOR CANADIAN RESIDENTS: A glossary for Canadian residents in respect to their U.S. tax compliance obligations.
INVESTMENT ACCOUNT TYPE COMPARISON: This InfoCard contains summary data to assist you in responding to your clients’ inquiries about the tax and estate issues surrounding different investment account types.
INCOME-SPLITTING OPPORTUNITIES AND ATTRIBUTION RULES: Information on income-splitting opportunities and the income attribution rules that may prevent them.