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Saturday, May 18 2013 @ 07:00 AM PDT

Fred Snyder is a frequent guest here on Around the World. His speciality is personal financial planning and investment including insurance and tax planning. We're sure you'll find many gems of wisdom and insights into what Fred does and how it applies to you and those around you.

Fred Snyder - Estate Planning

David and Fred start out with their views on BCAA as Fred almost didn't make the show due to a flat tire. 

The topic of the evening is Estate Planning and it turns out that Fred has finally convinced David to purchase a RRSP. There's a reason that must be compelling because David is usually adamant that you're better off paying down your consumer debt and mortgage, or investing outside the RRSP shelter.

Fred also let's us know some of his feelings about Management Expense Ratios (MER) on mutual funds. Read on to watch the show.

November 4, 2009 - Fred Snyder

David and Fred Snyder on Financial Planning with emphasis on Real Estate in the financial plan.

Principle Protected Notes

Pacific Inn
1160 King George Highway

Exit 2B off Highway 99

Thursday October 15, 2009

It's Your Money seminar

Capital Creation - what you do after you've looked after your retirement. How to get income treated favourably from a tax point of view?

Fred Snyder and David Ingram discuss retirement savings - 6th part in this series. Executor fees and why it may not be a good thing to leave a lump-sum estate to some people, rather set things up as a trust or other income stream facility. Use of a segmented fund insurance product to remove estate problems and speed distribution of money at death.
Make your Canadian mortgage tax deductible.

[tags: executor_fee risk_tolerance investment retirement segmented_funds insurance life rrsp]

 

 

 

 

 

New Product

Pacific Inn
1160 King George Highway

Exit 2B off Highway 99

Thursday October 15, 2009

It's Your Money seminar

Capital Creation - what you do after you've looked after your retirement. How to get income treated favourably from a tax point of view?

David Ingram and Fred Snyder - continuation of their talk about Canadian retirement investment. Bank of Montreal has created a special investment product just for Fred. This principle protected investment is different from those offered by insurance companies.

[tags: investment, retirement, CPP, mortgage, deductible_mortgage]

 

 

 

 

 

Meeting David Ingram

Pacific Inn
1160 King George Highway

Exit 2B off Highway 99

Thursday October 15, 2009

It's Your Money seminar

Capital Creation - what you do after you've looked after your retirement. How to get income treated favourably from a tax point of view?

 David Ingram and Fred Snyder discuss how they met and why they have done so many shows together now. At a financial forum, David talked about the other things that should be done before you purchase a RRSP, and of all the other speakers at this seminar, Fred was the only one who stood up and said the same thing.

[tags: investment, retirement, CPP, mortgage, deductible_mortgage]

 

 

 

 

 




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