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The Heritage Group - Mandeville Private Client Inc.

The Heritage Group
  •  Toll Free: 1.800.301.7135
  •  Email: heritagegroup@mandevillepc.com
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The Heritage Group - Mandeville Private Client Inc.

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Professional

Work with a team of professionals who add real value to your financial relationship

Access

Learn how access to private income and equity investment options can turn your ordinary portfolio into a rock solid pension plan

Passion

Our PASSION is our Strength

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Useful Websites

Publications

  • Canadian MoneySaver
  • MoneySense Magazine
  • The Financial Post
  • Report on Business
  • Barron's
  • Investopedia

 

Taxes

  • TaxTips.ca

 

Government Resources

Registered Education Savings Plan – RESP

A registered education savings plan (RESP) is a contract between an individual and a person or organization.Under the contract, the subscriber names one or more beneficiaries and agrees to make contributions for them, and the promoter agrees to pay educational assistance payments (EAPs) to the beneficiaries. For more information, see How an RESP works.

Registered Retirement Savings Plan – RRSP

An RRSP is a retirement savings plan that you establish, that we register, and to which you or your spouse or common-law partner contribute. Deductible RRSP contributions can be used to reduce your tax.

Tax-Free Savings Account – TFSA

The Tax-Free Savings Account (TFSA) allows Canadians, age 18 and over, to set money aside tax-free throughout their lifetime. Each calendar year, you can contribute upto the TFSA dollar limit for the year, plus any unused TFSA contribution room from the previous year, and the amount you withdrew the year before.

Save With The Tax-Free Savings Account

The Tax-Free Savings Account (TFSA) is a flexible, registered, general-purpose savings vehicle that allows Canadians to earn tax-free investment income to more easily meet lifetime savings needs.

Home Buyers’ Plan – HBP

The Home Buyers’ Plan (HBP) is a program that allows you to withdraw funds from your registered retirement savings plan (RRSPs) to buy or build a qualifying home for yourself or for a related person with a disability. You can withdraw up to $25,000 in a calendar year.

 

Credit Reports

You can order credit reports for FREE via mail from Equifax, TransUnion

 

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Resources

  • Why Private?
  • Useful Websites
  • Calculator Library
  • Risk Profile Questionnaire

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1034 Garner Road West
Ancaster, Ontario
L9G 3K9 Canada

  •  Tel: 905.648.4553
  •  Toll Free: 1.800.301.7135
  •  heritagegroup@mandevillepc.com
  •  
  •  

Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund (CIPF) and a member of the Investment Industry Regulatory Organization of Canada (IIROC)

Disclaimers

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