We are highly qualified, experienced professionals who recognize the need to provide Canadians with crucial financial success knowledge.
These professionals are made up of:
- Investment Specialist
- Accountant
- Lawyer
- Estate Planning Specialist
- Insurance Specialist
- Mortgage Broker
- Highly Successful Entrepreneur
Knowledge is the Foundation of Success
We do not give financial advice of any kind. Our goal is to provide you with KNOWLEDGE… The Foundation of Success! We hope that the knowledge you gain from this program will help you to make decisions that will help you, but not limited to, as follows:
Get a better understanding of the “financial language” used every day.
Ensure that your “Insurance house is in order. ” Insurance should be” Step 1″ in the Financial Planning Process. For the lowest premium available in Canada, adequate insurance coverage should be a top priority.
FACT: Individuals, on average, pay a much higher percentage of their income in the form of income taxes than Corporations. The knowledge gained from this program could help you legally pay the minimum taxes necessary and keep more money for yourself.
Every Canadian should have a Will. Don’t leave yourself and your family in a situation where the Government will decide what to do with your estate. Spending money on legal fees is unnecessary if you have a simple estate to protect. Several Will packages are available online or at Staples Stores that will be sufficient to meet your needs.
Every Canadian should have a Will. Don’t leave yourself and your family in a situation where the Government will decide what to do with your estate. Spending money on legal fees is unnecessary if you have a simple estate to protect. Several Will packages are available online or at Staples Stores that will be sufficient to meet your needs.
Building a successful business is 20% vision and 80% execution. This program will help you create a highly successful business with B. O. S. S. (Business Ownership Success System).
Canadians must gain the knowledge they need to maximize returns and minimize investment risks. For example, studies have shown that the majority of Canadians do not understand the following:
An RRSP is NOT AN INVESTMENT. The most important question to ask if you have an RRSP (Registered Retirement Savings Plan) is this: Do you know and understand how the money in your RRSP is invested?
A TFSA is NOT AN INVESTMENT. The suggestions made for RRSP above also apply to a T.F.S.A.
Segregated Funds have far superior benefits compared to Mutual Funds.
Every Canadian should have a Home-Based Business. This program offers many helpful tips on setting up a home-based business and shows you how to reduce the amount of income tax you pay significantly. The knowledge you gain from this program will also help you to start a business without paying high fees to lawyers and accountants.
We are highly qualified, experienced professionals who recognize the need to provide Canadians with crucial financial success knowledge.
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PO Box 16122 Collins Street West Victoria 8007 Australia
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