The Black Stratton Group - ScotiaMcLeod Markham - investments strategy

By: The Black Stratton Group  09-12-2011

“Long-term investment success is ultimately determined by the ability to ignore external ‘noises’ and concentrate on the issue of buying good businesses.”

Michael Lee-Chin

We offer a comprehensive range of investments that suit different financial needs and levels of risk. After assessing your whole financial picture, we will recommend the investments that best meet your financial goals.

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The Black Stratton Group - ScotiaMcLeod Markham - charitable giving

While the reasons for planned giving are personal, there are ways in which this type of planning can be very advantageous to you and the charity of your choice. In addition to the important humanitarian aspect, the advantages from a tax consideration have grown. As part of an overall estate plan, charitable giving can be of benefit to many individuals. For more information on Charitable Giving, please read the following articles..


The Black Stratton Group - ScotiaMcLeod Markham - tax planning

You work hard to earn your money and in turn you want to see it work for you.Tax planning is a vital part of building your wealth so it is important to take a look at the tax implications of your investments. The first step is to meet with a professional tax advisor and find out how much tax you pay in total, and how much tax you pay on each type of income you receive.


The Black Stratton Group - ScotiaMcLeod Markham - retirement planning

Everybody has different plans and ideas for their retirement-some hope to retire early and buy a country home or vacation spot in the sun while others would like to retire late and continue working. A financial planner can help you with this and inform you of the many variables that go into the planning process and the pace with which they change.


The Black Stratton Group - ScotiaMcLeod Markham - estate planning

The estate bond can multiply your savings by two, three and sometimes four or five times so that you can provide a larger legacy tax-free for those you care about most. The financial aspect deals with your assets and whether they will be sufficient to provide for your beneficiaries. To give you general information on estate planning and some of the issues you need to consider.


The Black Stratton Group - ScotiaMcLeod Markham - financial planning

Neil and Michael's first step in developing your personal financial plan is to help you understand your needs and goals and than build customized solutions to achieve them. You follow will lead to a solution uniquely coordinating the complexities of your entire situation, based on sound financial planning principles. Depending on your personal situation, Neil and Michael can also recommend solutions to guide you in the following areas.