TAX PLANNING CONCEPT

Taxation of income

Your investment plan needs to consider all the financial possibilities, including the impact to your annual tax bill. One key component is to understand that there are three basic asset classes (cash, fixed income, and equities) and three types of income you can receive from these types of investments (interest, dividends, and capital gains). Different types of income are taxed at different rates, depending on your level of income and your province of residence. Understanding this can have a significant impact on your financial success. Talk to us about how The Plan can help you manage taxes.

Feel free to contact me or visit my website for more information.

Douglas J. Bodtcher                               
Investors Group Financial Services Inc.
780-448-1988 ext. 284
Douglas.Bodtcher@investorsgroup.com

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