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Coaching family prosperity --
Professionally, diligently, tirelessly. . . .
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20% Return Guaranteed?
How can one possibly pass it up? 2002 back-to-school newsletter.
For fuller detail on Registered Education Savings Plans, look to the Human Resources Canada website.
Ontario Securities Commission warns of pooled RESP risks
From the Financial Post: "Aggressive marketing techniques. . . forfeited earnings. . . enrollment fees, administration
and management fees, sales incentive fees, trustee fees, advisor fees,
custodian fees. . . .practices no longer permitted in the mutual fund
industry. . . ."
Grandparents to the rescue!
1999 back-to-school newsletter explains why the newer version RESP was not being appropriately used. But today is the same: free money is being left on the table.
Grandparents to the rescue! Redux
2004 back-to-school newsletter introduces two RESP enhancements from the March 28, 2004 federal budget. . . and how they can be employed for the long term benefit of the recently born.
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Leveraging the home
Each in a different way, three sisters leverage home equity to meet their ultimate medical costs.
Countering costly care
Resenting Americanization, Wally Bob Warfarin strives to break the alien
stranglehold on his health care dollar.
Sara: the Informed Patient
At age 33, Sara suddenly started to lose her vision and, in less than 2 weeks,
she was almost totally blind. This promotional article illustrates how Sara utilized
BEST DOCTORS, a medical referral service.
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More to life than golf? Is it possible?
Wally Bob Warfarin baffled by wealthy brother-in-law who can't stay near one course.
The multifaceted RRSP
There are estate conservation opportunities, the Home Buyer's Plan,
the Lifelong Learning Plan, strategies to shelter assets vulnerable to student loans,
methods to increase cash flow from social benefits. A playful and succinct overview.
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