Precedence Private Wealth not only manages your investments, but also takes a comprehensive approach that ensures you maximize each and every aspect of your finances.* We'll match your investments to your specific needs, really listen, and we'll meet with you at least twice per year to review your portfolio and your strategy.
How big their firm is, how many billions in assets they manage, their general reputation and experience, and their great knowledge of financial instruments. You see, planning your financial future is no easy task. In fact, planning is hardly about just putting together a portfolio and reviewing it twice a year.
How big their firm is, how many billions in assets they manage, their general reputation and experience, and their great knowledge of financial instruments. You see, planning your financial future is no easy task. In fact, planning is hardly about just putting together a portfolio and reviewing it twice a year.
Services
Tax Advisory & Accounting
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Tangible tax advantages are not achieved simply by filing a return. They involve thorough and precise discussions, as well as upfront, proactive planning. Merely making suggestions once the year-end has already passed is what we call "reactive planning, " and that provides ZERO value to you. It will include a detailed overview of ALL available tax credits and possible tax benefits that are to be maximized.
TFSA Maximizer
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Every year Canadians line up to direct their savings toward retirement plans within their pensions and RRSPs. After all, these are very good ways to maximize personal tax benefits and invest more than they likely would have been able to without these available benefits. But, little do these disciplined investors know that an enormous tax liability is building within these accounts.
Tax Deductible Mortgage
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The two highest expenses that Canadians often have is the income tax and the interest that they pay. This strategy helps Canadians reduce these two expenses by converting their mortgage interest into a tax deductible expense. This in turn provides additional tax refunds simply by making their regular mortgage payments.
The VAULT
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The focus of the most successful and wealthiest individuals is to compound their money and earn multiple returns from a single dollar. But, little do most Canadians realize that this superpower lies within a century-old solution that is available to everyone regardless of current stature or position of wealth.
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