News & Views

News & Views

Should I Stay or Should I Go?

September 27, 2021

As well as being a hit song for the Clash, this is a dilemma that many employees may find themselves in when leaving an employer or retiring. If they are part of a company pension plan, they may have to make some very important decisions. Two potential options, are leaving…

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Fundamental Analysis and Firm Value Maximization

August 4, 2021

When selecting an investment for a portfolio, the options available are vast, diverse, and seemingly endless.

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You and Taxation! Limited Partnerships and Avoiding Double Taxation

July 27, 2021

When
investing in an LP within a non registered (cash) account, it is imperative that you track your
cost base and factor in capital gains or other income generated by the manager.

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Capital Wealth Partners Nominated for “Advisory Team of the Year (Fewer than 10 Staff)”

July 9, 2021

Our thanks to those who nominated us, Wealth Professional and CMI Mortgage Investments who sponsored the panel
discussion and the award itself.

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Quantitative Easing – What is it and how does it work?

May 1, 2021

The intended purpose of Quantitative Easing (QE) is to help fight deflation, spur lending and spur investment and economic growth.

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Estate Planning for Special Needs Families

April 18, 2021

As of February 2020, there were approximately 379,000 Ontario Disability Support Plan (ODSP) members out of 4.5 million households in Ontario

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Hardest Home Workout Moves

April 9, 2021

You don’t need equipment to get a great full body workout– these moves will prove it.

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Who Needs a Cash Wedge!

April 9, 2021

What is a cash wedge? Well, it is not related to the game of golf, however it
can definitely improve the sustainability of your income stream.

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One Year Later, What Now?

March 31, 2021

Pat yourselves on the back, take the time to give yourself recognition for all of the obstacles that have been thrown your way and how you were resilient and able to adapt.

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Understanding IPO Performance Metrics

January 18, 2021

This year saw some notable entries into the public market to take advantage of at least one of these reasons, and two very successful IPOs were Snowflake, and Palantir, however, not all faced this same short-term prosperity.

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Transferring Corporate assets to the next generation…Is there a better way?

January 18, 2021

Let’s look at ways to transfer assets to the next generation.

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What 2020 Has Taught Us

January 18, 2021

Did anyone else think 2020 was going to be their best year yet? For most, it wasn’t what people had envisioned.

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