Philippe Mamane - Gestion de Patrimoine / Wealth Management

🔍 Understanding Capital Gains Post-June 25 📈

Although June 25th is behind us and the new capital gains inclusion rates are upon us; an annual review of gains and losses is even more crucial for individuals.
Going forward, not only should December be about about tax loss selling but there is a discussion that should be had regarding capital gain crystallization to take advantage of the lower inclusion rate.
Just be mindful of the revised alternative minimum tax (AMT) rules! 💡

Considering capital gains post–June 25 | Investment Executive Advisors should speak to clients annually about crystallization

🏌️‍♂️ Celebrating the 42nd CSL Golf Classic! 🏆

Excited to share the highlights of the 42nd CSL Golf Classic—an event in two parts due to the weather. We enjoyed a fantastic luncheon on August 8th and seized the opportunity to hit the greens on August 15th when the weather played along.
It was truly an honour to support such an amazing event! Valuable connections were forged amidst camaraderie and golf against picturesque backdrops, showcasing our community's beautiful greenspace (Meadowbrook Golf Club).

My commitment to giving back was equally impactful as we raised funds for the CSL Parks and Recreation Bursary Fund, which assists families on low incomes and with children who have special needs gain access to some of the city's programs via discreet financial assistance.

Heartfelt thanks to Lior Azerad & Dan Bhn for joining me on the greens as well as to all the other participants, sponsors, volunteers, and supporters who made this event possible. Special shoutout also to Mike Cohen, City Councillor - District 2, Côte Saint-Luc for chairing such a beautiful event!

Looking forward to the 43rd CSL Golf Classic. Here's to another year of success and growth!

Our 42nd CSL Golf Classic was a success in two parts Mother Nature tried to rain on our parade, but in the end the 42nd Côte Saint-Luc Golf Classic was a big success. Working with committee co-chairs Mannie Young, Councillors Dida Berku and Lior Azerad and staff support Anisa Cameron, Ryan...

The word "FREE" seems to have a very interesting effect on short-circuiting our rational thinking. When something is FREE, it is perceived as having a higher value because it doesn’t come with any risks (Loss of time, money etc...).

However, in many instances "If You're Not Paying For It, You Are The Product" E.g. Facebook

So how "FREE" is your commission-free trading?

How free is your commission-free trading? Hi Everyone 👋, If you’re reading this but haven’t subscribed, join our community of +48k smart, fun & edgy investors 👇 *This is sponsored advertising content. $1.5 billion. This is how much Citadel Securities paid to brokers for their order flow. And it still made $6.7 billion in revenues ...

Looking for highly motivated business development candidates. The individual will be prospecting to schedule appointments for the investment advisor. A script and ongoing training are provided following the hiring.
Opportunity to grow into a full-time position.

Salary + Generous Bonus/Commission

Responsibilities:
Contribute to growth through telephone sales

Requirements :
Professional communication skills in English and French (preferred)

Strong sales and negotiation skills

1+ years experience in B2B or B2C telephone sales

Ability to manage sales pressure and overcome objections

Experience in the financial sector (an asset)

Planning your retirement is very much like a game of chess! The moves you make today can either bring success or downfall in the future.
Do you have the right strategy for a successful retirement?

Chess and retirement planning | Advisor's Edge www.advisor.ca

"There is no such thing as a free lunch"

claimed to offer "commission free trading" but it was the end-user who ended up paying the price.
You get what you pay for. Do your due diligence!

SEC charges Robinhood with misleading customers about how it makes money www.cnbc.com

Charitable giving can be used in many instances as a tax planning strategy. If you are looking to get the biggest bang in tax credits for each donation buck here are ten tips!

Ten tax tips for charitable giving as December deadline nears financialpost.com

The Canada Revenue Agency (CRA) released details on its new home office expense rules Tuesday, introducing a temporary flat-rate method and a shortened declaration form for those claiming expenses through the traditional method.

The agency also provided a new calculator on its website to help employees claiming home office expenses.

CRA provides new rules for claiming home office expenses | Investment Executive www.investmentexecutive.com

You've worked hard building your wealth, how do you avoid fulfilling the proverb "rags to rags in three generations" ?

How affluent clients can pass down a meaningful legacy wealthprofessional.ca