Understanding Income Splitting in Canada: Tax Saving Strategies

Discover the perks of income splitting to reduce Canadians' tax bill by allocating funds to lower-income family members, including pension income splitting.

May 28, 2025

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Is a Balanced Mutual Fund Really Balanced?

Many "balanced" mutual funds aren't truly balanced, often leaning heavily on equities. Learn how to check a fund's allocation and level of diversification.

May 20, 2025

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Third Chapter: Estate Planning with Confidence & Clarity

Discover how transparent conversations lead to clear expectations and the confidence that your estate plan is secured.

April 14, 2025

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Absolute Return vs. Relative Return: Key Differences

Explore the differences between absolute return and relative return. Learn how they impact your investments and examples to make informed decisions.

April 3, 2025

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How Dividend Growth Mitigates the Risks of Market Concentration

Explore how dividend growth can shield your portfolio in highly concentrated markets, as well as the strategies an active manager brings to the table.

March 20, 2025

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What Are Tax Efficient Investments?

Taxes can significantly impact your investments' overall performance, which is why we suggest proper portfolio construction to maximize tax efficiency.

February 11, 2025

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© Bellwether Investment Management Inc. 2025. This communication is intended for residents of the provinces in which we are registered and is not meant to be a solicitation to any persons not resident in those provinces. Any opinions expressed in this article are just that, and are not guarantees of any future performance or returns. Some of the information contained in this article has been drawn from sources believed to be reliable but due to the fact that it is provided by a third party, it cannot be guaranteed to be accurate or complete. Bellwether Investment Management Inc., Bellwether Estate and Insurance Services Inc. and Bellwether Family Wealth cannot provide tax advice and therefore we recommend that you consult your tax advisor for further assistance with your tax planning and the preparation of your tax return. The report is prepared for general informational purposes only and the securities mentioned in this report should not be construed as a recommendation for any specific securities.

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