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Learn MoreDecember 22, 2011
As treasurer of the Christmas Cheer Foundation, Doug McLarty had the opportunity to experience giving to some of the charity's recipients first hand by delivering food baskets this morning. This afternoon Doug enjoyed delivering an unexpected cheque to The Good Companions Centre as a result the community contributing more than was anticipated.
December 17, 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 suggested to a single 50-something woman worried about her retirement.
To read the article please click here.
December 16, 2011
Our end of year newsletter summarizes useful tax and payroll information related to the end of 2011 and the beginning of 2012.
To read the newsletter, please click here.
December 01, 2011
Ross McShane helps author David Aston with an excellent explanation of how dividends are taxed and the implications for investment strategies in a MoneySense article.
To read the article please click here.
November 07, 2011
Doug McLarty, FCA was invited to participate in a panel discussion at the CICA's first Advanced Personal Financial Planning Conference. Doug presented the McLarty & Co wealth management model and its integration with the public accounting business. Other panelists included representatives of the Ontario Securities Commission, the Institute of Chartered Accountants of Ontario and the Institute of Chartered Accountants of Alberta.
November 04, 2011
A recent Globe & Mail article discusses the importance of high net worth individuals obtaining expert advice for tax, succession, estate and financial planning as well as wealth management. It says that "one of the easiest ways to access wealth management expertise is to sign on with an organization that offers a comprehensive suite of services all under one roof".
To read the article please click here.
October 27, 2011
Ross McShane provides some tips on how investors could review their portfolios to determine if opportunities exist to trigger tax losses that will offset taxes the investor would otherwise owe on capital gains. Ross describes how tax-loss selling works, some pros and cons, and the tax rules that need to be taken into account.
To read Ross' article please click here.
October 04, 2011
Patterson Dental and McLarty & Co are hosting a seminar the evening of October 26th. McLarty & Co will be sharing their expertise with dentists' financial issues to discuss: the return on investment from CEREC technology; HST; incorporation's benefits; and salaries and dividends. If you are interested in attending please email mark.michael@pattersondental.ca.
October 03, 2011
On Tuesday, November 1st Bob Gorman, TD Waterhouse's Chief Portfolio Strategist (and Ottawa native) will be discussing his investment outlook for 2012 at a McLarty & Co wealth management seminar. McLarty & Co's approach to wealth management emphasizes financial planning and portfolio management that is integrated with tax, estate, insurance and business planning.
If you may be interested in attending please contact Sue Fagnan, BCom or Ross McShane, CGA, CFP, RFP at 613-726-1010 or info@mclartyco.ca for more details about the seminar.
August 14, 2011
Jason McIntyre and Doug McLarty, FCA, TEP discussed a number of issues related to transition and estate planning. Doug highlighted the components of a typical estate plan and then moved on to describing the two to four year process of transitioning a business from one owner to another. Some of the planning issues that are especially critical for family-owned businesses were also reviewed.
To listen to the clip, please click here.