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Wealth Advisor

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Issue # 8
October, 2007
The Wealth Letter
Couple on bench by the sea
 
Dear Jeff,

I'm really excited about this issue of The Wealth Letter.  Scotiabank's Economics Department has provided you with their Global Outlook for the Fall of 2007, there are two articles containing Tax ideas (one covering Insurance strategies and the other on your personal Income Taxes for '07), and finally there is a copy of the Invitation to a Seminar I'm hosting on October 24th focusing on Tax Advantaged Investing.  If you'd like to attend, let me know ASAP as we're almost at full capacity now.  As always, I encourage you to call or e-mail me with any questions or comments you might have.
 
 
Investments
Global Economic Outlook - Fall 2007
Man reading newspaper

Thanks to Scotia Economics for putting together a very strong article on the direction of the Global Economy over the next few months.  You will find their thoughts and predictions with respect to topics such as the U.S. Housing Slowdown, China, and Commodity prices to name a few.

Click Here to read the full report.  PDF Size:  608K
Insurance Strategies
The Role Of Insurance in Tax Planning
Woman Working
Insurance has typically been used to protect against the risk of future financial loss.  However, more and more, innovative insurance solutions are being used to safeguard the value of investors' assets in a tax-efficient manner.
 
Key Tax Related Insurance Benefits......Continue Reading
(PDF Size: 80K)
Wealth Management Strategies
2007 Personal Tax Changes
My colleague Brian Quinlan, a Partner at the Chartered Accounting firm Campbell Lawless has provided you with an update on changes to your personal taxes and how they will affect your Income Tax Return this year.  Don't be concerned that this article might be too tax technical.  As the Co-Author of "Tax Tips for Canadians for Dummies", Brian is very experienced at making your personal taxes easier to understand.Chiropracter Click Here to read the article (PDF Size 133K)
 
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.
Investor Presentation
Invest Today with Tomorrow in Mind
Join me together with our partners at Franklin Templeton Investments for a discussion on Tax Advantaged Investing.  The Investor Presentation will take place on October 24th at the Donalda Club from 6:30pm to 8pm.
 
 
Send me an e-mail if you'd be interested in attending.  Seating is limited.

 
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
In This Issue
Global Economic Update
The Role of Insurance in Tax Planning
2007 Personal Tax Changes
Tax Advantaged Investing Presentation
Quick Links
About Jeff McCartney
Jeff McCartney, CFP
Investment Executive

This email was sent to jeff_mccartney@scotiamcleod.com, by jeff_mccartney@scotiamcleod.com
ScotiaMcLeod | 40 King Street West | 48th Floor | Toronto | Ontario | M5H 3Y2 | Canada

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Jeff McCartney, CFP, Wealth Advisor, ScotiaMcLeod, 40 King Street West, 48th Floor, Toronto, ON, M5H 3Y2, (416) 865-6392, (800) 387-0489, Email

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