Greenwood Wealth & Worldsource Securities Inc.
301-3700 Steeles Ave W L4L 8K8 Woodbridge, ON, Canada

A smart way to improve your retirement cash-flow. #retirement #passiveincome #taxefficient #cashflow https://www.greenwoodwealth.co//make-your-money-last-longe

Bitcoin and Ethereum are two very different assets. I wrote this article to shed some light. #bitcoin #ethereum https://www.greenwoodwealth.co//the-rise-of-bitcoin-and-et

Check out the new ideas in our recent Quarterly on how to build wealth and more tax efficient cashflow, as well as our thoughts on current stock market valuations. #stockmarkets #investing #growth #income #tax #reits #fineart #alternatives #Valuation https://www.greenwoodwealth.co//new-thoughts-on-how-to-bui

Are you contemplating commuting an employer pension? Here are some important things to know! #smartplanning #pensions #retirment #income #investment #tax https://www.greenwoodwealth.co//what-you-should-know-when-

Is your investment strategy evolving to adapt to today's COVID world? Check out our most recent quarterly release for new insights. #investmentplanning #investmentgrowth #volatility #tax https://www.greenwoodwealth.co//wobbly-markets-evolution-o

Have you worked for more than one employer throughout your career? I have seen countless cases where forgotten employer savings plans have performed poorly. Making a change can make a big difference for your savings! #Savings #Investments #GroupRRSPs #DefinedContributionPlans #RRSPs #LockedInRRSPs #SmartPlanning https://www.greenwoodwealth.co//don-t-leave-money-on-the-t

If you missed our recent planning session on the Personal Pension Plan we've provided a recording on our website. #businessowners #incorporatedprofessionals #taxplanning #investment #taxshelters #saving #retirement The Integris Personal Pension Plan... RRSP vs. IPP vs. PPP Greenwood Wealth hosts a special planning session on how to tax effectively secure retirement income. Our guest, Jean-Pierre Laporte, an expert in pension law and CEO of Integris Pension Management discusses a unique planning strategy for business owners and incorporated professionals that: - Shelters more income from tax; - Allows for spousal income splitting; - Has CRA approval; - Provides contribution flexibility when money is tight; - Facilitates tax-free transfer of wealth to children; and - Allows for the deduction of all related expenses https://www.greenwoodwealth.co/videos

We're hosting two different 30 minute online sessions for retirees and those approaching retirement. Both are part of the Managing Your Retirement Transition series. One will be on pension style investment and the other will be on retirement planning strategies. Visit https://www.greenwoodwealth.co/seminars to register for a time that works for you.

Find reliable income and more of it! #retirementincome #riskmanagement #smartplanning #investing https://www.greenwoodwealth.co//the-search-for-income-in-a

We're hosting the online session Managing Your Retirement Transition available on two different dates in the month of May for anyone approaching retirement or in retirement. We'll discuss ways to improve retirement income while managing market risk, as well as tax planning considerations and CPP/OAS benefits. The session will be interactive with opportunities to ask questions.

Greenwood Wealth is hosting a special session on creative planning strategies to build wealth and security in an uncertain world. Our guest, Jean-Pierre Laporte, an expert in pension law and CEO of Integris Pension Management will discuss unique planning strategies for business owners and incorporated professionals that: - Shelter more income from tax; - Allow for spousal income splitting; - Have CRA approval;... - Provide contribution flexibility when money is tight; - Facilitate tax-free transfer of wealth to children; and - Allow for the deduction of all related expenses Join us to find out whether a Personal Pension Plan (PPP) makes sense for you. https://www.facebook.com/events/584826215562837/

Were hosting two different 30 minute online sessions for retirees and those approaching retirement. Both are part of the Managing Your Retirement Transition series. One will be on pension style investment and the other will be on retirement planning strategies. Visit https://www.greenwoodwealth.co/seminars to register for a time that works for you.

It's a New Decade - Lessons from Japan, Canadian Markets, Oil, Global Warming, Stock Options and Travel! #NewDecade #LowInterestRates #SlowerGrowth #TorontoStockExchange #Oil #GlobalWarming #StockOptions #Travel https://www.linkedin.com//its-new-decade-lessons-from-ja/

Check out our recent quarterly release covering the #stockmarket, #economy, #silver, #bonds, #homeoffices and the #familycottage. https://www.greenwoodwealth.co//disconnect-between-the-mar

Were hosting the online session Managing Your Retirement Transition available on two different dates in the month of May for anyone approaching retirement or in retirement. Well discuss ways to improve retirement income while managing market risk, as well as tax planning considerations and CPP/OAS benefits. The session will be interactive with opportunities to ask questions.

How you should position yourself to weather global uncertainty and still benefit from long-term investment growth. https://www.greenwoodwealth.co//covid-19-oil-price-wars-a-

If you or a friend work for a tech company, you may want to read this article I wrote. It was inspired by individuals with stock-based compensation plans weve been able to help. #tech #compensation #stockoptions #planning #tax #investments https://www.greenwoodwealth.co//make-sure-you-have-a-handl

Its a New Decade - Lessons from Japan, Canadian Markets, Oil, Global Warming, Stock Options and Travel! #NewDecade #LowInterestRates #SlowerGrowth #TorontoStockExchange #Oil #GlobalWarming #StockOptions #Travel https://www.linkedin.com//its-new-decade-lessons-from-ja/

Recession searches in google have spiked! Should you be concerned about your investment portfolio? #Recession #InvestmentPortfolio #RiskManagemet #Diversification #LowVolatility https://www.linkedin.com//how-bad-could-recession-my-inve/

Upset about the new passive income tax rules? Looking for tax effective ways to get more money out of your business and additional tax sheltering? #TaxPlanning #IndividualPensionPlan #PersonalPensionPlan #BusinessOwners #IncorporatedProfessionals #EnjoyRetirement #SmartPlanning... https://www.linkedin.com//tax-smart-way-get-money-out-you/

Living longer and what that means for your portfolio, Trade wars, Personal tax and Why Kahwhi Leonard should stay! #LivingLonger #RiskManagement #Tax #Investment #TradeWars #KawhiLeonard https://www.linkedin.com//living-longer-what-means-your-p/

In July of 2016 the Canadian investment industry regulators started to require all investment dealers to report money-weighted returns instead of time-weighted returns. Many investors are having a tough time understanding the difference between the returns being reported. Ive written this article to help people understand the difference. #InvestmentReturns #MoneyWeightedReturn #TimeWeightedReturn #InvestmentStatements #PerformanceReporting... https://www.linkedin.com//making-sense-reported-rate-retu/

My recent experience working with business owners motivated me to explore this question further and write about it. Heres what was discovered.. https://www.linkedin.com//you-have-choice-what-should-cho/ #BusinessOwners #IncorporatedProfessionals #PensionStrategies #Retirement #Saving #Investing #Tax #TaxDeferral #Compounding

I recently wrote about the work Im doing to help incorporated individuals and business owners. Heres the article. #InnovativePensionSolutions #PensionStyleManagement #RetirementSavings #BusinessOwners

Im employing some alternative investment strategies and recently wrote about it. Heres the article. #ManagingInvestmentRisk #PensionStyleInvesting #Technology