You are invited to a tax planning seminar to be held on September 20th from 7:30PM - 8:30PM at :
Two Eagles Golf Course
19, Steak House and Lounge Meeting Room
3509 Carrington Road
West Kelowna
RSVP Required
This seminar is hosted by Dave Meidl of Intent Market Solutions. We are pleased to announce that Steve Elliott, Senior VP Western Canada of Pathway Asset Management, will present Canadian Exploration Expense products to help you reduce your current income tax liability, and at the same time increase your investment portfolio.
Pathway is one of the leading providers of these tax products and have shown the greatest return on investment four out of the past five years. Steve will outline and present how these strategies will have the greatest impact on your current tax liability.
Tax planning for the current year is often left until the end of February of the following year. Waiting until the last minute is never a good strategy because you have seriously reduced your options and will make hasty decisions which often have negative consequences.
We at Intent Market Solutions will, in consultation with your accountant, reduce your tax load, increase your assets and protect them from erosion in the future.
If you will pay income tax in 2011 you do not want to miss this seminar . Take advantage of all the tax saving tools Revenue Canada has given us .
KNOWLEDGE IS POWER
There is limited space for this event. Please RSVP by email your intention to attend. Please bring your partner or significant other. Refreshments provided.
Dave Meidl
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250.575.3576
dave.intent@shaw.ca
Friday 9 September 2011
Tuesday 23 August 2011
Incredible opportunity in a Burgeoning Market
You are invited to an investment seminar presented by Bedford Biofuels monday August 29th, at 301 - 1630 Pandosy Street commencing at 7:00PM.
This seminar is hosted by Dave Meidl of Intent Market Solutions.
We are pleased to announce that John Wright Executive Vise President of Bedford Biofuels will deliver the presentation.
Bedford Biofuels is a Calgary based environmenally responsible biofuel company, which has engaged the worlds leading experts in seed and plant science. Bedford's operations are funded through private investment offerings . These offerings are designed to provide a secure, unique investment opportunity that reaches beyond the scope of simple monetary gains, and into the realm of environmental and humanitarian contributions.
John has a very compelling story to tell. YOU DO NOT WANT MISS THIS. The presentation will last about an hour depending on the amount of questions.
Parking is available for free in the Chapman Parkade on the corner of Lawrence and Pandosy. Proceed to the 4th level (do not park on 4A as it is all reserved.) Walk through 4A to the pedestrian cross walk and proceed to meeting room #301.
Please confrm your attendance by return email. I need an accurate head count.
See you there
Dave Meidl
Intent Market Solutions
250.575.3576
dave.intent@shaw.ca
Dave Meidl Financial Advisor Intent Market Solutions www.intentmarketsolutions.com 250-575-3576 Investing with Purpose
This seminar is hosted by Dave Meidl of Intent Market Solutions.
We are pleased to announce that John Wright Executive Vise President of Bedford Biofuels will deliver the presentation.
Bedford Biofuels is a Calgary based environmenally responsible biofuel company, which has engaged the worlds leading experts in seed and plant science. Bedford's operations are funded through private investment offerings . These offerings are designed to provide a secure, unique investment opportunity that reaches beyond the scope of simple monetary gains, and into the realm of environmental and humanitarian contributions.
John has a very compelling story to tell. YOU DO NOT WANT MISS THIS. The presentation will last about an hour depending on the amount of questions.
Parking is available for free in the Chapman Parkade on the corner of Lawrence and Pandosy. Proceed to the 4th level (do not park on 4A as it is all reserved.) Walk through 4A to the pedestrian cross walk and proceed to meeting room #301.
Please confrm your attendance by return email. I need an accurate head count.
See you there
Dave Meidl
Intent Market Solutions
250.575.3576
dave.intent@shaw.ca
Dave Meidl Financial Advisor Intent Market Solutions www.intentmarketsolutions.com 250-575-3576 Investing with Purpose
Tuesday 12 July 2011
What is Risk Tolerance when investing in todays Canadian Financial Markets?
If the highest aim of a captain were to preserve his ship he would keep it in port forever – Thomas Aquinas
Risk tolerance is something that each individual investor must assess before making any investment. All investments have an element of risk. The higher the potential gain, the higher the risk. The basic question is “how much are you prepared to lose”. If the answer is “nothing”, then as Thomas Aquinas said, you will keep your ship at port forever.
There is 1.6 trillion dollars invested in Canada. Of that 1.1 trillion is currently in safe harbor, like T-bills, money market funds, GIC’s. What that says is the majority of people are risk intolerant and they are afraid of the future regarding their investments.
This fear prevents people from making an investment in the first place!
A recent study in the US determined that women make better decisions regarding risk than men do. Women ask more questions, require more information, and generally study the issues totally before making a decision. Warren Buffett has been accused of “investing like a woman”. Would that we all could be accused of investing like a woman. Warren Buffett is worth in excess of 50 billion, his investment strategy has served him well.
We sometimes don’t ask questions for fear of showing our ignorance. We don’t study the issues because we don’t know where to start!
Staying in safe harbor forever will not get you ahead. Knowing and understanding the risks gives us greater tolerance to take some risk. Diversifying the risk is the key.
The products that I have are designed to diversify and change the risk that your portfolio is subjected to.
Don’t be afraid to ask!
There is 1.6 trillion dollars invested in Canada. Of that 1.1 trillion is currently in safe harbor, like T-bills, money market funds, GIC’s. What that says is the majority of people are risk intolerant and they are afraid of the future regarding their investments.
This fear prevents people from making an investment in the first place!
A recent study in the US determined that women make better decisions regarding risk than men do. Women ask more questions, require more information, and generally study the issues totally before making a decision. Warren Buffett has been accused of “investing like a woman”. Would that we all could be accused of investing like a woman. Warren Buffett is worth in excess of 50 billion, his investment strategy has served him well.
We sometimes don’t ask questions for fear of showing our ignorance. We don’t study the issues because we don’t know where to start!
Staying in safe harbor forever will not get you ahead. Knowing and understanding the risks gives us greater tolerance to take some risk. Diversifying the risk is the key.
The products that I have are designed to diversify and change the risk that your portfolio is subjected to.
Don’t be afraid to ask!
Dave Meidl
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose
Thursday 16 June 2011
Tax planning investors offer their insights
A tax planning investment seminar will be held Thursday, 7 p.m., at the Rotary Centre for the Arts.
This seminar will be hosted by Dave Meidl, of Intent Market Solutions.
Two of the guest presenters for the seminar will be Steve Elliott, senior vice-president, Western Canada of Pathway Asset Management, and Bill Koenig, a financial portfolio manager.
Koenig was an early pioneer in the process of institutional investing in small cap companies. He is the investment manager for all of Pathway Mining and Oil and Gas partnerships.
Koenig was also the chief investment officer of the Norrep Funds (Hesperian Capital) and helped oversee the growth of capital for that company from $70 million to $800 million
As posted at KelownacapNews.com
Saturday 11 June 2011
Tax Planning Investment Seminar June 16th, 2011 Kelowna BC
YOU DO NOT WANT TO MISS THIS! MARK YOUR CALENDARS NOW.
You are invited to a Tax Planning Investment seminar to be held at:
The Rotary Center
second floor board room
This seminar is hosted by Dave Meidl of Intent Market Solutions. Dave is pleased to announce that two of Canada
Steve Elliott, Senior VP Western Canada of Pathway Asset Management will present the structure and tax implications of this product. We are privileged to have Bill Koenig, portfolio manager, to present the investment vehicles. He was an early pioneer in the process of institutional investing in small cap companies. Mr. Koenig is the investment manager for all of Pathway Mining and Oil and Gas partnerships. He was the Chief Investment Officer of the Norrep Funds (Hesperian Capital) and helped oversee the growth of capital from 70M to over 800M in a four year period. He has over 20 years experience in the resource sector.
Canadian Exploration Expense
CEE was originally put into place in 1954 to assist and promote exploration for new natural resources in the oil, gas, and mining sectors. It was thought that this type of investment was best placed with high income, high tax individuals. The Federal Government has widened the rules so that all Canadians can participate in this flow thru investment. Changes in exploration technology have made this type of investment attractive to more and more Canadians and EVERYONE should be aware of it!
- If RRSP’s are your only retirement plan – you need to attend
- If you feel you have no money to invest – you need to attend
- If you want real information to make the best investment decisions – you need to attend
This thought-provoking, one hour seminar will give you the tools you need. You will not be disappointed.
KNOWLEDGE IS POWER!!!
There is limited space for this event. Please RSVP by e-mail your intention to attend. Please bring your spouse or significant other.
Refreshments provided.
Dave Meidl
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Email
Investing with Purpose
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose
Kelowna Financial Advisor - Steve Croft of 60 Minutes
Check out this link to a segment that Steve Croft of 60 Minutes did on June 5th, 2011.
It’s about how high speed traders are changing Wall Street.
It first aired a year ago and they updated it and redistributed it.
Very interesting!!!!
I would love to hear your comments on this.
http://www.cbsnews.com/stories/2011/06/05/60minutes/main20066899.shtml
Contact me:
Dave Meidl
It’s about how high speed traders are changing Wall Street.
It first aired a year ago and they updated it and redistributed it.
Very interesting!!!!
I would love to hear your comments on this.
http://www.cbsnews.com/stories/2011/06/05/60minutes/main20066899.shtml
Contact me:
Dave Meidl
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose
Wednesday 11 May 2011
Kelowna Financial Advisor - Diversification in the market
Diversification in the market is not as effective as it was 25 years ago because today when the market takes a haircut every asset class gets clipped.
A perfect example of this was the recent tsunami in Japan. It happened on Friday and when the stock markets opened on the following Monday the TSX lost 162 points in the first minute.
Every stock across the board was down with the exception of 4.
2 were even and 2 junior oil stocks were up marginally.
Why should lumber products in western Canada, for example, get hit because of a disaster in Japan?
You would think the opposite should have happened. The fact is the market reacts as a whole and the result is, there is little safety in diversification in the traditional sense.
That does not mean that opportunities do not exist right now. That does not mean that we should avoid the market now.
What it does mean is that you have to change your exposure to the volatility. We have solutions for this very issue! If you want more information on this topic contact me.
A perfect example of this was the recent tsunami in Japan. It happened on Friday and when the stock markets opened on the following Monday the TSX lost 162 points in the first minute.
Every stock across the board was down with the exception of 4.
2 were even and 2 junior oil stocks were up marginally.
Why should lumber products in western Canada, for example, get hit because of a disaster in Japan?
You would think the opposite should have happened. The fact is the market reacts as a whole and the result is, there is little safety in diversification in the traditional sense.
That does not mean that opportunities do not exist right now. That does not mean that we should avoid the market now.
What it does mean is that you have to change your exposure to the volatility. We have solutions for this very issue! If you want more information on this topic contact me.
Dave Meidl
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose
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