Referring Firms in the News
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McLarty & Co
Wealth Management Corporation
Generating Cash Flow During the Golden Years
Canadian MoneySaver - March/April 2012
Ross McShane provides individuals with tax-smart cash generation strategies in the March/April 2012 issue of Canadian MoneySaver.
To read the article please
click here.
McLarty & Co Wealth Management Corporation
Smooth Out Your Income
MoneySense Magazine - February/March 2012
Ross McShane, provides savvy investors with guidance on how to take advantage of sophisticated strategies that will amplify their tax savings in the years to come. They do it by using a tactic called income smoothing.
To read the articlie please click here.
McLarty & Co
Wealth Management Corporation
How to Turn on the Money Taps
Globe & Mail - February 10, 2012
In this Globe and Mail article Ross McShane describes some personal situations that may provide opportunities to minimize the tax paid on RRSP withdrawals.
To read the articlie please
click here.
McLarty & Co
Wealth Management Corporation
Delectable Dividends
Money Sense - December/January 2012
Ross McShane crunches the numbers in this MoneySense article that takes a closer look at several tax matters related to Canadian dividend income.
To read the articlie please
click here.
McLarty & Co Wealth Management Corporation
Taming the Retirement Monster
Globe & Mail Financial Facelift - December 16, 2011
Pay off your line of credit, transfer $15,000 worth of investments to a Tax Free Savings Account (TFSA) immediately and, from age 60 to 63, transfer $5,000 a year from your RRSP to your TFSA. This is what Ross McShane suggested to a single 50-something woman worried about her retirement.
To read the articlie please click here.
McLarty & Co Wealth Management Corporation
Taking Advantage of Tax-Loss Harvesting by Ross McShane
Canadian Money Saver - November/December 2011
Ross provides some tips on how investors should review their portfiolio to determine if opportunities exist to trigger tax losses that will offset taxes the investor would otherwise owe on capital gains. The article does make it quite clear however, that investment fundamentals should always remain the most important role in determining which stocks to sell and that harvesting the tax loss is a secondary consideration.
To read the article please click here.
SB Partners
Press Release - June 2011
Trivaris Ltd., a strategic commercialization firm and SB Partners have partnered to offer strong business enterprises with Strategic Innovation Services. Through extensive leadership experience, services are being offered by this unique and powerful partnership to help business achieve growth by assisting with meeting objectives such as: decreasing time-to-market, improving process efficiencies, identifying next generation products and services, surfacing distribution advantages, cutting costs and connecting to a vast network.
To read the full press release please click here.
