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Winter 2009 Portfolio Advisor

Important Notices
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Contact Information
JIM WEIR
(403) 341-8882
LAURA SNAPE
(403) 341-7374
FAX
(403) 341-8887
TOLL FREE
(800) 663-6087
 
Email
jim.weir@rbc.com
laura.snape@rbc.com
Branch
Red Deer
 
Jim Weir
Investment Advisor




When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.
 
It covers topics such as:

Managing your higher tax burden

Reducing additional risks such as lawsuits

Avoiding the common pitfalls of owning vacation property

Minimizing taxes when passing on family assets

Teaching financial responsibility to younger family members
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