Portfolio Managers are licenced for discretionary management must not have a conflict of interest. Inter-related strategies to structure financial affairs to reduce tax, to properly fund for retirement years, and to ensure estate. Can not only protect one financially from an untimely death or disability, it can also stand alone as an investment.
KOWIM uses an independent Canadian custodian for administering the accounts which are in clients' names. In addition, the custodian controls withdrawals from the account, ensuring they are either authorized by the client or in payment of the agreed-upon portfolio management fees. An independent Portfolio Manager is not restricted to one source for buying securities for clients.
KOWIM uses an independent Canadian custodian for administering the accounts which are in clients' names. In addition, the custodian controls withdrawals from the account, ensuring they are either authorized by the client or in payment of the agreed-upon portfolio management fees. An independent Portfolio Manager is not restricted to one source for buying securities for clients.
Services
We will always work in a business relationship where the client's best interests are front and center. It is our primary objective to provide excellence and integrity in all our undertakings. When we represent our clients in the financial markets we strive to create for them the best possible solutions.
Trevor Kilburn has worked in the securities industry since 1984 where he started out as a junior bond trader for McLeod Young Weir. Before leaving Bay Street in 1993, he was Vice-President and Director for Merrill Lynch Canada Inc., responsible for trading and liability positions for the company's Global Canadian dollar operations.
Financial & Estate Planning are aspects of Wealth Planning that create synergy with Portfolio Management. Often there are inter-related strategies to structure one's financial affairs to reduce tax, to properly fund for retirement years, and to help ensure one's estate will be settled as desired. It is important to have all financial areas coordinated in order to plan successfully.
Tax Planning is an important aspect of Wealth Planning that produces dramatic results. The adjoining chart "Tax Deferred Investing" shows how effective simply deferring tax on capital gains can be in enhancing your overall portfolio returns, even after the taxes are fully paid. Over 40 years you can enhance your returns by as much as 1.2% annually just by deferring tax.
Life insurance solutions offered through Kilburn Investment Management Ltd. cannot only protect one financially from an untimely death or disability, it can also stand alone as an investment, if certain criteria are met. If one has no mortgage, has maximized their RRSP contributions, and is in a high tax bracket, one can use tax sheltering benefits or insurance to produce after-tax returns dramatically superior to other conventional investments.
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