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Author: Bloom Investment Counsel, Inc.

The Importance of an Investment Policy Statement

The Importance of an Investment Policy Statement

An Investment Policy Statement (IPS) is a crucial, client-specific document developed between you and your portfolio manager. It documents your financial objectives, constraints, unique circumstances and overall governance procedures, all of which are to be applied to the investment related activities carried out on your behalf by your portfolio manager.

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How Much Cash Can You Gift Tax Free to Your Spouse or Children in Canada?

How Much Cash Can You Gift Tax Free to Your Spouse or Children in Canada

There are many different reasons you may want to make a cash gift. If you are considering gifting a significant sum of money, for instance to your spouse or your children, what are the tax implications of making such a cash gift in Canada? This article will help answer your questions.

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How Can You Tell if an Investment Opportunity is a Scam?

How Can You Tell if an Investment Opportunity is a Scam

With our increasing exposure to multiple internet and social media portals, our vulnerability to investment scams is magnified. If an investment opportunity sounds too good to be true, then it almost certainly is. Read this article and increase your awareness of investment opportunities that just may be scams.

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