plan. Her goals, investment policy statement and financial budget all made perfect sense to her. Even so, she kept going back to one number—43% tax rate! During our analysis, we are seeking a combination of three or four investment vehicles that would work best together.
First, we take a look at the macro environment of Canada and the risks that Mary would meet in such an economic environment. In this part, we also make an introduction of personal taxation and some investment vehicles in Canada.…
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