\"  !!                                                                                                      ### $ \"#   %                                                                 !\"               # $ % %& $                  $'                                                  ) % *+            $ (%'% '                  ),             -+                                                                      .                                 /0              # $ % %& $                   \"            % *+            $ (%'% '                         $'                                                     )                ) , -+                                                                     # 1.2 # $ %' 3 3 %                             * '% '' $ (% % 3 % ' &    % &% 4 ' (%& '                   % * '),# $ 5' 6 '% ''-+712                #$ %               % ' $4 ' 4 44 $ % ' 4%& ' ' 8 %                       4 9' % *     #$                  & # $ 5' 6 '% ''7   %'       3 3 %' 9                    ,  - $ (% '              ,     - & ' %: ,                                                                          %' ' (%& 9%44 *       4%:  !- 4 '%' (%      *%         ,  3% '; ' ' \"                                       <        %'= <$                                 '                               & 4 '%' %' &          $4         \"            ' (% 3' 9 $ (%                 -\" . 9%44 * = <              * % 3 & $4                               %%3                                                                                                 4%(            9% %         >?                             4 '%' &%3 6                                                     %3 6@@@@@@@@@@@@@@@@@@@@@@@@@                               @@@@@@@@@@@@@@@@@@@@@@@@@@@                                                                  % /. '%.% ' &A%/. '%                                                         6# % (%& # \" \">% 2 4                   3% ' \"
!\"    #                         $\"#                                       $      #% \" #          %&                 $    ' ( ) ' )#     #      &     $                                $& *#                  %&        $                                $      + ,, -              . /!  $       + 0.               . /!  $        + ,( -            . /!      %+ /--              . /!      %+ / #              . /!      %+ /                . /!# *#            %      + 10      +-0       + ( 02      %+ !      %+ 1.
.       #3                              4!            256 *#                                        &$            25                &             %&            4                      25                                                                   25      .!                                #!                         25                                                                   25      .'                                 )                           #            !                                !      \"#                             %                 $\"#    (     $%#    (       7&#                       8#'#     $$.                           + 9: + ; 92 3 <2)#                               *# & # &*#+# ,                          &31 #     3      #&                                                                            Print Form
%&           ' ( )*& '+                                                                     *                          , !(((                                                                                                    -(!(((& '& *                                                                                                      0!(((!                                                                                *                      -((  . '+ /.  % '1 / 23 *                                                                                       \"#                                                                                                   \"#$                                                                           ! * '1 *                                                                                                      (!(((  %                                                                                                *& ' ()                                                                                                -!(((     4'                                                                                             #+       ()                                                               '1 *                         )!8     4  5                                                                                              .)'                                                                ,-             ()                       0                                                                                 2& 7                    \"*% /6 %                                                                                                      9!(((/ 01 2                                                                1!                              9!(((                                                                                                      9!(((% '1 / 23 *                                                                                        #312                                                                !2                                  -!(((     33& '+                                                            *                               !9((       +&: '+                                                         *       +&: '&                                                                                       43                                                                  *                                                                                                      9!988+                                                                     ()                              (! 98     ;                                                                 '+ *                        43 .4*     ;                                                                 '& *                                                                                                    --!0-)$(                                                                          $                      ## \"#     +                                                                        $                    \"#) !2% '1 *$%                                                                    7     ) ,56                                                               !                            !                $                                                      \"                                         #                                   $!\"                                                                                      !
\" # $%             !\"                !           #$% & !\"           ( \" )\"                          *       #'+, )  $ - './ 0 1,)               *$ $ *2
% & '( ) *                                                                + , -./ +0 1/                                                                       .              22! 34/ +5 1/                                                                   .                  22! 34* +6 1 '% .                                                                                                 2,,\"                                                                    ! . +6 .                  !                                                                                               !    #                                                                                              ,!,,,$ % &'(                                                                                        !    &+                                                                                                    -) *+ ,                                                            +                                                                                                 7,* +6 1 '% .                                                                                     !,78                                                                                               !-.\"'                                                                   $    0                                                                  $                            2                                                                                                    /(,                                                                                             !* +6 .\"#                                                                3     ( 012                                                               !                      !                $                                                      \"                                   #                                   $!\"                                                                                !
Financial Planner - HOLDCO Income                                   $190,300   How to Build Wealth CorporatelyInvest tax efficiently using a Holding Company           Income:                                                            $190,300                                                                               -$3,510           Less: Quikcard - $3,000 plus admin fee                             $186,790           Net IncomeDividends for Planners             (Pre Corp tax)       (After Corp tax)1Cost of both Life Insurance                                     $74,156                $66,370    Inter-Co Dividend to HoldCo       $5,028                 $4,500               Sub-Total for 2016   $107,606                $96,307                                    $186,790               $167,177                Robin Hood Plan investment amount                             $96,307                                                                                 $3Add Back: Surplus Cash in Personal Robin Hood                                                                              $68,937                        Base Plan Investment amount                           $27,373                      Extra Dollars to invest annuallyAsset MixEquities   60.00%                  $57,784Fixed Income 40.00%                $38,523(Taxes paid - $6,450 Personal + $19,613 Corporate/Living expenses - $59,899)           (Total Taxes Paid = $26,063)1 Ineligible or inter-company dividends net of 10.5% corporate tax (Manitoba).
%BUF 01/06/2017$MJFOU Financial Planner4VSQMVT$BTI/PU     $57,000                    8IBU%PZPV,FFQ5PEBZ*OWFTUFE&YJTUJOH1PSUGPMJP1SPQPTFE                     #$73FDPNNFOEFE                               5IJSE1PSUGPMJP0QUJPO5PUBM1PSUGPMJP                                  5PUBM1PSUGPMJP                                 5PUBM1PSUGPMJP$570,000                                         $570,000                                       $0\"TTFU.JY                                         \"TTFU.JY                                      \"TTFU.JY60% EQ/40% FI                                    60% EQ/40% FI$PSQPSBUF*OWFTUNFOU1PSUGPMJP  0G1PSUGPMJP   $PSQPSBUF*OWFTUNFOU1PSUGPMJP 0G1PSUGPMJP  $PSQPSBUF*OWFTUNFOU1PSUGPMJP 0G1PSUGPMJP$0                              0.00%            $96,307                     16.90%             $01PSUGPMJP5IBU(SPXT            3BUFPG3FUVSO   1PSUGPMJP5IBU(SPXT        3BUFPG3FUVSO     1PSUGPMJP5IBU(SPXT        3BUFPG3FUVSO$598,500                        5%               $598,500                    5%                 $0                          6%.BOBHFNFOU'FFT                 0G1PSUGPMJP   .BOBHFNFOU'FFT             0G1PSUGPMJP     .BOBHFNFOU'FFT             0G1PSUGPMJP$16,159.50                      2.70%            $8,977                      1.50%              $0$VTUPEJBO'FFT                  0G1PSUGPMJP   $VTUPEJBO'FFT              0G1PSUGPMJP     $VTUPEJBO'FFT              0G1PSUGPMJP                                                                                                                            0G1PSUGPMJP$0                              0.00%            $0                          0.00%              $0                          0G1PSUGPMJP5SBOTBDUJPO'FFT                0G1PSUGPMJP   5SBOTBDUJPO/PO3FH'FFT   0G1PSUGPMJP     5SBOTBDUJPO/PO3FH'FFT$0                              0.00%            $150                        0.03%              $01PPMFE'VOE'FFT                0G1PSUGPMJP   5SBOTBDUJPO3FH'FFT       0G1PSUGPMJP     5SBOTBDUJPO3FH'FFT$0                              0.00%            $300                        0.05%              $0\"DDPVOUJOH'FFT                 0G1PSUGPMJP   \"DDPVOUJOH'FFT             0G1PSUGPMJP     \"DDPVOUJOH'FFT             0G1PSUGPMJP$500                            0.08%            $0                          0.00%              $0                          0G1PSUGPMJP3FGVOE0O$PSQ'FFT            0G1PSUGPMJP   3FGVOE0O$PSQ'FFT        0G1PSUGPMJP     3FGVOE0O$PSQ'FFT        3BUFPG3FUVSO$253                            0.04%            $845                        0.14%              $0                          6.00%1PSUGPMJP7BMVF\"GUFS'FFT      3BUFPG3FUVSO   1PSUGPMJP7BMVF\"GUFS'FFT  3BUFPG3FUVSO     1PSUGPMJP7BMVF\"GUFS'FFT  0G1PSUGPMJP$582,094                        2.26%            $589,918                    3.56%              $0                          0%4VSQMVT$BTIOPU*OWFTUFE        0G1PSUGPMJP  4VSQMVT$BTIOPU*OWFTUFE   0G1PSUGPMJP     4VSQMVT$BTIOPU*OWFTUFE   3BUFPG3FUVSO$2,850.00                       0.48%            $0                          0%                 $0                          6.00%0WFSBMM1PSUGPMJP7BMVF          3BUFPG3FUVSO  0WFSBMM1PSUGPMJP7BMVF     3BUFPG3FUVSO     0WFSBMM1PSUGPMJP7BMVF$579,244                        1.78%            $589,918                    3.56%              $0                                                 $BTI4BWFE8JUI#$7                                                                                         SE0QUJPO                                                                             #$70VUQFSGPSNBODF $BTI4BWFEXJUISE0QUJPO 0VUQFSGPSNBODF                                                 $10,674                                                                             100.00%            $0                          237.08%
The Robin Hood Strategies Ltd. - Annualized SavingsRobin Hood Strategies - 1st year - CASH SAVINGS          $    27,373                                                            2,737.30MWS Fee - 10% of CASH Savings* $Robin Hood Strategies - Annualized Investment SavingsInvestment Value: $ 570,000 $                    10,674First year BCV Schedule D:                       1.69%BCV Schedule D thereafter:                       1.50%* MWS Fee payment is 50% upfront and remaining 50% due in 4 months.
                                
                                
                                Search
                            
                            Read the Text Version
- 1 - 12
 
Pages: