Dear Jeff,
Is it April already? Wow, what a tough
winter. Too much snow, too much cold, and way too
much Subprime. But signs of spring are finally
starting to show through. We've weathered the
snow, we've beat the cold, and I believe that we,
as investors can hunker down during this financial storm
in anticipation of calmer markets.
On the docket this month are an Ontario Budget
Commentary from our friends at Campbell Lawless
Chartered Accountants, an Income Trust Update from
ScotiaMcLeod's Portfolio Advisory Group, an introduction
to Succession Planning for our Owner/Manager
clients, and a look at Manulife's new product,
IncomePlus. As always, I encourage you to call or
e-mail me with any questions or comments you might
have. Happy Reading.
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Ontario Budget
Budget Commentary, Campbell Lawless Chartered
Accountants - March 25, 2008
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Thanks very much to Campbell Lawless and the
Institute of Chartered Accountants of Ontario for
providing our readers with their synopsis of Ontario's
most recent budget.
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Disclaimer:
This article is for information purposes
only. ScotiaMcLeod does not offer tax
advice, but working with our team of experts we
are able to provide a suite of financial services
for clients. We recommend that individuals
consult with their professional tax advisor before
taking any action based upon this
information.
www.jeffmccartney.ca and ScotiaMcLeod are not
responsible for external articles posted on this
site from those not part of the Scotiabank
Group | |
| Income Trust Update
Revisiting the Corporate Structure and
Valuations |
| Increased volatility in the capital markets and
lack of investor confidence has not spared the income
trust sector. While weak general market conditions
only partially explain the selling pressure in the
income trust sector, structure uncertainty and specific
issues facing individual trusts help explain the
rest. In this note we provide investors with an
overview of the income trust sector and the issues
currently weighing on income trust investor sentiment.
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Wealth Management
Introduction to Succession
Planning |
| Maximize the success of your business, today and
in the future, with proper succession planning. If
you're self employed or the owner of a business,
planning for business succession can be like writing a
Will - you know it needs to be done, but you don't
really want to do it. However, like a Will, you've
got to get it done before it's too late. Leaving
business succession to chance could allow someone else
to decide what happens to your business, and potentially
at significant cost.
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| Investment Strategies
Manulife's IncomePlus
Program |
When you listen to the radio or watch the
television these days it's becoming pretty common to
come across an ad for Manulife's IncomePlus
program. You may have heard the catchy
phrase, "We're Turning Retirement Thinking on its
Head". Whether you're just beginning to think
seriously about retirement or you're in the retirement
phase of your life, IncomePlus is designed to offer a
predictable, sustainable and potentially increasing
income for life.
If you'ld like to learn whether this program might
be right for you or someone you know, click here
for an overview, and/or give me a
call. |
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Thanks for taking the time to read The Wealth
Letter. I write it for you.
Sincerely,
Jeff McCartney, CFP
Investment Executive
ScotiaMcLeod
(416)
865-6392
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Jeff
McCartney, CFP
Investment
Executive
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