The Right Start to the New Year

When a new year begins, many of us make resolutions to do things differently than before. Choice is one of the things that we can control. Since today’s choices will affect tomorrow’s outcomes, it is important to choose wisely.

I don’t want to go any further without saying, “thank you” for helping to make 2010 a success despite all the transitions within the financial industry. As you know, I have been working with Foundation Capital Corporation for the last 3 years. I enjoyed working with them and continue to strive to make their projects available to my investors. Until then, updates on each project are available on their website www.foundationcapital.ca. Please visit the site or contact the office anytime you have questions about your investment. FCC continues to add value for their clients by holding free seminars which help investors make informed decisions.

On September 28, 2010, a new government ruling went into place to create more fertile and stable ground for the world of exempt market investments. All representatives are now required to be licensed by the Alberta Securities Commission in a similar fashion to the licensing of CFPs, certified financial planners, within the mutual fund industry. This is a good development as it creates a more educated, regulated, and stable exempt market industry. One of the requirements of the new regulation is that all represented investment products must be scrutinized and approved by the dealer prior to being offered to investors. Pinnacle Wealth Brokers offered me a position as the head of the Calgary Branch Office.

Pinnacle Wealth Brokers currently has 8 investment products on their shelf. They have had over 50 companies approach them with over 120 projects to consider. Each project that they consider goes through rigorous testing and investigations.  It’s exciting to work with a company who, while representing the diversity of products that I appreciate for portfolios, only represents the best in the industry. I am working and hoping to get Foundation Resources Oil and Gas (FROG) on their shelf in the near future.

Joining with Pinnacle is the next step in my goals for 20/20 Wealth Creation. I plan to help 50 of my clients become financially free and to help create 20 millionaires by 2020. As one of my clients, these goals apply to you.

Successes of 2010:

1)      During 2010, through RRSPs, TFSAs, flow-through shares, and helping individuals adjust their business structures, I have helped my clients save over $2 million in taxes.

2)      I worked to create just under $1 million in tangible cash flow for our clients.

3)      We have been instrumental in providing over $500,000 to charities.

4)      I attended 4 educational seminars related to the industry and continue to learn so that I can pass on the most current and important information to my investors.

5)      I have been and continue to be in the top 5% of agents in this business in Canada, thanks to you.

Goals for 2011:

1)      To continue to learn how to maximize investment potential.

2)      To help my clients save $5 million in taxes.

3)      To help my clients receive over $2 million in cash flow.

4)      To give away over $1,000,000 to different charitable organizations.

Current Projects:

1) Standard Resources: www.standardrf.com

This oil company definitely stands out in its performance for the investor.

• A private, mutual fund trust with a great structure. The additional restrictions imposed by the EMD regulations, ASC, and ERCO only benefit the investors.
• Very tax efficient, RRSP, and TFSA eligible
• Last year, provided over 35% rate of return through 10% cash flow and 25% appreciation.
• Externally audited.

Please join me on Monday, January 10th to hear from the President, VP, and team at:

Calgary Petroleum Club, 12:30pm -2:30pm for a free Lunch and Learn

Click for MAP

Or

Pasquales on Macleod Trail South, 6:30 – 8:30pm

Click for MAP

2) Flow-Through Opportunities – These are great considerations with the upcoming RRSP season.

a)      Mineral Fields – sold out early. Please see website www.mineralfields.com for more information.

b)      Syntaris Power – still available to offset 2010 taxes if you act within the next few days. Please see www.syntarispower.com for more information.

Examples:

1. If you made over $125,000 in 2010, you will pay 39% taxes. If you invest $20,000 into Syntaris, you directly decrease you taxable income to $115,000 thereby putting you into a lower tax bracket. This gives you an immediate 39% ROI on the money you saved in taxes alone.
2. At $120,000, you can make 25% by lowering yourself to the $80,000 tax bracket. Please contact me to learn more.

c) New Release: Calgary Airport Hilton Village

Calgary remains a hub of activity for the Canadian economy and host many business travellers. It is important to keep up with the demand and provide quality, convenient venues for both hotel stays and business conventions. Hilton Hotel has obtained all agreements and building permits to establish a Hilton Village near the Calgary Airport. Construction is anticipated to begin in the next few months and hotel operation could begin within 12 – 24 months. Pinnacle has agreed to represent this product as an investment. We are excited at this prospect as it is a proven product. Entrepreneur Magazine cited the Hampton Hotel (Hilton) as the #1 American franchise for 2011.

For more information, please visit www.2020wealthcreation.com. If you would like to participate in the free meal and informational presentation at Pasquales on Macleod, please contact me to reserve your seat.

d)      Cash Flow opportunities are available through Limited Partnerships in 2 companies, Millenium, and Investplus. A third company, OmniArch, provides 10% cash flow paid monthly, has a 5 year term, and is RRSP eligible. Please contact me or visit our websites for more information about these and other products.