Dec 4th 2008
Hello my friend,
If I do not see you before the holiday season I wish you all the best and I look forward to sharing an exciting 2009!
A couple thoughts to ponder:
1) To incorporate your business or not and strategies for the already incorporated? Wondering if you should incorporate your business or why would you consider it? What benefits does it allow and what to watch out for? If you are already incorporated, here are a couple strategies that you may want to explore. Link...
http://www.serviss.ca/corporate-insights.html
2) ManuOne - If you would like to be referred to a ManuOne Rep, please give me a call.
3) Personal Snap Shot - I have attached a review questionnaire that, if completed could be used for a number of purposes (It only takes about 5 minutes to complete):
- See what your situation looks like in a clear and easy to understand 3-pager.
- Send it to your accountant or fax it ahead of your 2009 meeting. This info will give him/her a head start on your file and could save you money if he/she doesn't have to ask you the questions in person.
- Put it in your safety deposit box or "special" filing cabinet and if in the event you pass away, it will provide your executors a central place to start from when cleaning up your estate.
- Send it to me and we will do a full analysis of it (or we can complete it together). We will share opportunities that could do one or all of the following; save you money, grow your money or cover any areas of risk. We will share solutions that are not product related, an example may be, lease vs. buying a vehicle...
I look forward to your continued trust!
Take care
Dustin
www.serviss.ca
Dustin T. Serviss, RHU
Associate
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