Together with their co-presenters from the Ontario Securities Commission, Jordan and Adrienne discussed the broad powers of securities regulators to
preserve assets during investigations.
Gifts from Your Will or Trust Need to
preserve your assets during your lifetime?
Not exact matches
a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low -
asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to
preserve capital
during the bad times h) a stable team who have worked together for a number of years.
In our view, Apache has the balance sheet and
asset quality to survive continued volatility in oil and gas prices, and we like how the management team is
preserving and growing per share value
during the commodity price downturn.
In the case of the TRIS reforms, the CGT relief provisions seek to
preserve the exemption for unrealised gains that accrued
during the period when, if the relevant
assets had been disposed of, the gains would have been exempt in the fund.
If you wish to use GST planning for your children so that your
assets can benefit them
during their lifetimes and then pass to your grandchildren without incurring estate tax at that time, you must
preserve the GST exemption.
There is a reason they are part of nearly every 401 (k) fund lineup: They offer participants a conservative option and an opportunity to
preserve assets, especially
during volatile economic times or when workers are approaching retirement age and want to hold onto what they have rather than take risks.
Trusts and other estate planning tools help people manage their
assets during their lifetime and
preserve them for their heirs.
A Prenuptial Agreement can
preserve your separate
assets despite any commingling that might occur
during the marriage.
Rather, we use the knowledge we have acquired
during our many years of schooling and practice to advise you on the best way to protect your family, and
preserve and distribute your
assets in the manner you choose.