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• Investment portfolios and financial plans are based on each individual situation.
• we recommend quality Canadian securities to gain the benefit of the Dividend Tax Credit and Canadian, American and Foreign securities for capital growth.
• Government Bonds, Corporate Bonds, Strip Bonds, and Mortgage Backed Securities complement the focus of a diversified portfolio.
• once the investment portfolio is designed, Investax works through an investment account in the client name at a broker approved by the client.
• all securities are held in segregated form in your name. Investax does not hold any securities or funds.
• after the client approves a security purchase, Investax will place the order, track the investment results and prepare the client's tax return at year end.
• clients receive a monthly brokerage statement and a quarterly summary statement from Investax.
• Investax fees are charged quarterly in arrears based on the value of the investment portfolio and are tax deductible.
• Investax is registered with the BC Securities Commission as an Investment Counsellor.

Taxplanning

Are you aware that individuals can earn up to $30,500 in Canadian dividends and pay little or no tax if this were their only source of income?

Donald Wood (B.Comm.,CMA, CFP) has been managing the taxation and accounting needs of Investax clients since 1986.

For more information about our services contact us at info@investax.ca.