What does the team at Polson Bourbonniere Derby think about current financial trends?

What advice do we have for current clients? Find out by accessing the latest version of out client newsletter, Strategy Updates

Issue 48 – March 2016

  ·   Strategy Update

As you prepare to file your income tax return for the year, here are some important numbers to remember.

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Issue 47 – November 2015

  ·   Strategy Update

Grandparents Helping Grandchildren

Getting everyone back to school after Labour Day marks the unofficial end to summer, and reminds us of how special family relationships can be.

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Issue 46 – June 2015

  ·   Strategy Update

Escaping to Warmer Weather? Consider Cross Border POAs

Choosing not to participate in our winter weather is a major financial planning goal for many of our clients.

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Issue 45 – December 2014

  ·   Strategy Update

Taking Advantage of the Pension Income Credit

Those of you who have already “retired” will be aware that by
taking advantage of the Pension Benefits Tax Credit (the “pension credit”) you can save income tax on “pension income”

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