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 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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Issue 44 – August 2014

  ·   Strategy Update

Understanding Investment Costs

There has been a lot of talk in the financial media of late regarding investment fees and advice. We think that this is a good thing. Canadians need to understand the “costs” associated with their investments

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