Marcus Cox
Investment Advisor
Tel: 416-550-0419
Tel: 905-897-2031
Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map
2 St. Clair Ave West
19th Floor
Toronto, Ontario
M4V 1L5
Publications
| Tax Planning Strategies | |
| Federal Budget Review 2019 | |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. | |
| Tax Tips For Investors | |
| Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning. | |
| Estate & Succession Planning | |
| Estate Information Organizer | |
| This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| Fixed Income Strategy | |
| Strategic commentary on fixed income and an overview of fixed income markets. | |
