Tab Pollock

Happy Labour Day to all of our hardworking friends and clients!

We hope you enjoy this day to rest. 💪

Get ready to send your little ones back to school with peace of mind, thanks to the magical power of an RESP!

By investing in a Registered Education Savings Plan, you not only save up for your child or grandchild's education but also get a grant from the federal government to help you reach your goals faster! Don't wait till it's too late - start contributing to an RESP today and watch your children's dreams become reality!

We understand that individuals with substantial net worth are constantly seeking exceptional investment opportunities to enhance the growth potential of their portfolios.

Tab offers a curated selection of exclusive private investment opportunities precisely designed to align with your unique financial objectives. Private investments present a wide array of advantages that serve as a valuable complement and diversification to your existing investment strategy. These exclusive options grant you access to investment avenues that are not accessible through public markets, thereby allowing you to explore alternative assets such as venture capital, private equity, real estate, and more.

By strategically investing in carefully chosen private ventures, you open the door to potentially higher returns and the chance to capitalize on emerging industries and innovative market trends. Kindly note that Tab Po***ck’s Private Wealth Opportunities are exclusively available to qualified individuals who possess the necessary financial means and risk capacity. For more details, you can reach out to us via email at [email protected].

Do your Fall plans include retiring? We can help!

Say goodbye to the daily grind and hello to a future filled with endless possibilities and relaxation! Let Tab Po***ck guide you through your retirement journey, making sure you’re financially set to live your best life post-career.

[email protected]

Tab Po***ck Advisor with Neil and Associates and Investment representative for Quadrus Investment Services Ltd.

We offer insurance solutions for whatever you need.

From critical illness to disability, life, and more, we’ve got you covered.

📧 [email protected]

Protect your company's valuable contributors against loss due to disability or death with this essential risk management tool. Tab can tailor the coverage amount to suit your unique business needs.

Plus, the tax-free proceeds can be utilized at your discretion to hire a replacement, pay bills, and protect your company's financial health. Contact us today to learn more!

Read the blog: https://www.neilandassociates.ca/blog/key-person-insurance-2/

Tab Po***ck Advisor with Neil and Associates and Investment representative for Quadrus Investment Services Ltd.

When do I take my CPP? This article discusses the factors to consider.
If you would like to discuss further let me know.

Early retirees, here’s how to get at least 39% more CPP There is significant economic benefit to deferring your CPP to age 65

Ready to add value to your benefits?

Tab can conduct an audit on your current benefits plan and maximize them based on your specific needs. Ready? Let’s chat: [email protected]

Tab Po***ck Advisor with Neil and Associates and Investment representative for Quadrus Investment Services Ltd.

We hope you had a fun and safe long weekend! What did you get up to? 👇

Secure your revenue in case of a key personnel loss. Key Person insurance from Neil and Associates safeguards your business against financial setbacks. Reach out to [email protected] to feel confident and well-prepared for any unexpected challenges.

Disability insurance is essential for everyone, not just the elderly or those with existing medical conditions. Unexpected accidents and illnesses can significantly impact your financial security.

That’s why it’s crucial to safeguard yourself and your family with disability insurance from Tab Po***ck, a trusted provider who has helped numerous individuals and families secure their financial future.

With disability insurance, you can have peace of mind knowing that you’ll have financial support if you’re unable to work due to injury or illness. Don’t wait until it’s too late. Reach out to Tab today to discover how disability insurance can benefit you and your loved ones.

Estate planning can be a big undertaking - especially when you run a family business. Whether the whole family is involved or just a few, we’re here to make it easier on you.

Let’s chat: [email protected]

Tab Po***ck Advisor with Neil and Associates and Investment representative for Quadrus Investment Services Ltd.

Take control of your financial future today and make informed choices for your insurance and investments.

With Tab Po***ck, you won’t leave anything to chance. Tab’s personalized service and vast expertise in the industry guarantee that your individual needs are fully met. Are you ready to achieve your financial goals? Contact [email protected] to start planning your brighter tomorrow.

Looking forward to living the summer of your dreams? Whether it’s living out your days in a beachfront cabin or heading out on the pontoon, 2025 could be the best summer yet!

Let’s chat and see if retirement is in your future - [email protected]

Happy and healthy employees are the backbone of a successful business. Investing in their well-being is a win-win – it fosters a positive work environment and strengthens your bottom line. Let's collaborate to craft a comprehensive employee benefits plan that shows your team they're valued.

[email protected]

Ashley Contardi here is my page.

Education is a gift that lasts a lifetime, and an RESP can be the key to unlocking a bright future for your child or grandchild. By starting early and investing in their education, you’re investing in their dreams. Let’s discuss how an RESP can help you save and make their educational goals a reality.

Let’s chat: [email protected]

Financial planning is not a one-size-fits-all approach. It’s about striking the right balance between short-term needs and long-term goals. In today’s fast-paced world, it’s easy to get caught up in the urgency of short-term expenses. However, it’s equally important to invest in your future. Let’s work together to create a financial plan that prioritizes both immediate needs and long-term financial security.

[email protected]

Tab Po***ck Advisor with Neil and Associates and Investment representative for Quadrus Investment Services Ltd.

Unlock the power of a happy and motivated workforce with our employee group benefits plans. Attract and retain top talent, enhance job satisfaction, and boost employee loyalty. Invest in the well-being of your most valuable asset – your employees.

[email protected]

Tab Po***ck Advisor with Neil and Associates and Investment representative for Quadrus Investment Services Ltd.

Unlock the secrets to financial success with our latest blog post! Discover the 6 money 'rules' experts swear by to take control of your finances. From optimizing investment accounts to automating savings, this insightful article offers practical tips to achieve your financial goals.

Learn how to make smarter spending decisions, protect your credit card transactions, and tailor your financial plan to your unique values. Don't miss out on this valuable advice - read the blog now!

https://www.neilandassociates.ca/blog/6-money-rules-you-should-follow/

Financial security takes planning. At Neil & Associates it is our life’s mission to help you prepare for the moments in your life that have a big impact, career changes, buying or selling a business, marriage, having children, sending them off to college, seeing them get married, and becoming grandparents…then there comes a time when we can retire.

Let's solve your puzzle today - [email protected]

Protect what matters most - your family - with Tab Po***ck Insurance’s life insurance solutions.

We understand that nothing is more important than your loved ones’ financial security. Tab is here to guide you in finding the right life insurance coverage that fits your unique needs and provides peace of mind. Let us help you safeguard your family’s future and create a lasting legacy. Contact him today for a personalized consultation - [email protected]

Are you a contractor looking for health and dental coverage? Grab a friend and scan this QR code on your phone to get coverage in minutes!

Tab Po***ck Advisor with Neil and Associates and Investment representative for Quadrus Investment Services Ltd.

Changes to the 2024 Canadian Federal Budget may be impacting business owners like you.

Namely:
1. Tax Changes: Although the federal personal and corporate tax rates have not been altered, the budget proposes an increase in the inclusion rate for capital gains. This change can have implications for business owners when it comes to capital gains taxation.
2. Addressing Tax Fairness: The budget seeks to achieve more equitable tax rates across revenue sources and income levels, including higher tax revenue from the wealthiest Canadians.

Have questions? Chat with Tab now - [email protected]

Are you curious about the impact of falling Bank of Canada rates?

In our latest blog, we break down the basics of how these rates influence borrowers and lenders. Find out how lower rates can decrease payments, increase principal repayment, and create opportunities for mortgage renewals. We also shed light on the effects on depositors and fixed-rate investments. Stay informed and make informed financial decisions with Tab Po***ck Insurance.

Falling Bank of Canada Rates: The Basics: https://www.neilandassociates.ca/blog/falling-bank-of-canada-rates-the-basics/

Do you own a secondary rental/investment property?

If so, the proposed changes to capital gains rules may apply to you.

The 2024 Canadian federal budget increases the capital gains inclusion rate, affecting families with secondary/investment properties. If the profit exceeds $250,000, a larger portion will be taxable.

The capital gains inclusion rate is going up from 50% to 66.7% effective June 25th 2024.

That means on a capital gain of $10,000 where $5,000 used to be taxable, now $6,666 will be taxable income for your corp.

This will result in an 8% bump in Alberta and almost 10% across most provinces in taxes paid on their property.

Before June 25th if you sell off your investments & realize the gain - then you will qualify for the original 50% inclusion rate on your capital gains.

So the dilemma: Sell now & pay the tax?

Or leave to compound & pay taxes at a higher inclusion rate later?

Tab Po***ck Advisor with Neil and Associates and Investment representative for Quadrus Investment Services Ltd.

Elevate employee attraction and retention with our Group RRSP/Pension Plans. Investing in your employees’ future not only enhances their financial well-being, but also fosters loyalty and commitment to your organization. Let us help you design a comprehensive retirement package that attracts and retains top talent.

[email protected]

A HUGE THANK YOU to all our speakers for making our 86th AGM memorable and packed with valuable insights into Alberta's business community!

We hope to see you all in Medicine Hat Next year!

Red Deer & District Chamber of Commerce Danielle Smith Blaine Calkins Mayor Ken Johnston Rajan Sawhney Tab Po***ck Chambers of Commerce Group Insurance Plan Alberta Employment First Network Alberta Counsel - Legal and Lobby Professionals