The Carriere Wealth Advisory Group brings together the investment experience of 3 professionals with over 50 years of combined experience in the financial services industry. We are a group who fundamentally believes that wealth management is about much more than money. True Wealth is the ability to live life on your terms and to reach the goals that you set for yourself, your family and your business to create a legacy that reflects your values.
What we do
The Carriere Wealth Advisory Group helps you achieve your financial goals through competent, professional and sound advice. After a thorough consultation with you and a collaborative analysis with our experts, we customize a portfolio to help navigate you through the challenges of building and preserving your wealth in todayfs increasingly complex market.
******************************************************************************* March 2010 Comment: 2010 Federal Budget
Highlights: - Stimulus program to be completed this year - Detailed plans to balance budget in five years, including defence restraint - Focus on competitiveness, at a low cost, including tariff cuts for manufacturers - No changes on income taxes, but tighter rules on stock options - Employment insurance premiums frozen this year, but poised to rise later on - Deficit will narrow slightly to $49 billion after the record $54 billion gap this year, nearly balanced budget by FY14/15
******************************************************************************* December 2009 Comment: Talking Points: 2009...And That's a Wrap
What a wild and woolly year it has been. Thankfully, for financial markets it wasnft as wild as 2008, but those extremes may come along only once in a lifetime, and even 2009 saw plenty of thick plot lines.
******************************************************************************* November 2009 Comment: Tax Tips for Investors
Knowing how the tax rules affect your investments is essential to maximizing your after-tax return. Keeping up-to-date on changes to the tax rules may open up new opportunities that could affect the way your financial affairs are structured.
To help you effectively manage your portfolio from a tax perspective, BMO Nesbitt Burns has prepared Tax Tips for Investors for Canadian-resident individuals. (This edition has been updated to incorporate the recent 2009 federal and provincial budget proposals.)
For a copy of this report, please contact our office.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
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