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Author: Bloom Investment Counsel, Inc.

How Does Marriage or Living Common-Law Impact Taxes in Canada?

If you are recently married or have recently entered into a common-law relationship, understanding potential changes in taxation and tax return filing requirements can be confusing and frustrating. This article is here to provide information on some common taxation related issues for married or common-law couples in Canada. It also lists some tax benefits for married couples in Canada that you may wish to know.

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The Ultimate Guide to Dividend Investing

Guide to Dividend Investing
Guide to Dividend Investing

Dividend investing can be a great investment strategy to generate a regular stream of income. You can lean on income from dividend-paying stocks to fund your retirement without touching your capital (initial investment).

But if you wait until your retirement to start investing in dividend-paying stocks, you’ll miss the opportunity to reinvest your dividend income today (if cash flow is not desired) to compound your returns for even greater future income that can be used to create generational wealth and fund philanthropic ambitions.

Learn all about dividend investing in this ultimate guide… today!

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3 Potential Scams to Avoid When Making Online Charitable Donations

You’ve generously decided to make a charitable donation, but then remembered stories of those who have been scammed by fake charities. How do you avoid these scams that try to take advantage of your compassion for those in need? This article describes three potential online charity scams you should watch out for to save you from becoming the next victim!

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Bloom Investment Counsel, Inc. Q2/22 Investment Market Commentary

Watch M. Paul Bloom, CIO at Bloom Investment Counsel, Inc. review Q2/22 and share his thoughts on investment markets for the remainder of 2022.

Similar to last quarter, Bloom received welcoming news towards the end of Q2 that one of its investments held in all client portfolios was being acquired for a significant premium to its market price at the time of the announcement.

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Should You or Your Family Be Considering a Personalized Portfolio Management Solution?

investment portfolio

Each investor has different needs and objectives at various stages of their financial life. The complexity of these needs and objectives is compounded by the increasing responsibility that comes with greater wealth. A personalized portfolio management solution provides the optimal approach to address a high-net-worth investor’s evolving financial circumstances and the unanticipated challenges that may arise.

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