Wealth Maximization Templates

As a client you will benefit from the templates that we have developed. Here are just some of these to help you with your financial decisions (just contact us if you want to explore any of these or any other financial decision you want help with):

What is the annual rate of return from my investments?

Should I pay myself a salary or a dividend from my corporation?

Should I maximize my RRSP contribution or invest inside my corporation?

Should I buy/lease my car in my personal name or in the name of my corporation?

Should I buy or lease my car?

Should I take money out of my corporation to pay down personal debt or should I invest inside my corporation?

How much can I spend in retirement?

Should I apply for my CPP pension before I turn 65?

Should I take more than the minimum required withdrawal from my RRSP/RRIF?

Should I take money out of my RRSP to pay down debt?

Should I contribute to my RRSP or pay down debt?


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