Across
- 2. Borrowed funds used to leverage.
- 4. The concept of exponential increase (or decrease!)
- 6. Something to fill and submit.
- 7. Paying it forward. Also helps you reduce your taxes.
- 11. If this is high, you could gain/lose a lot. If this is low, you gain/lose little.
- 12. A type of insurance we frequently offer.
- 13. You can either earn or pay this.
- 15. The concept of growing your money without being taxed.
- 16. We conduct this meeting with clients every 6-months.
- 17. Something that defines your financial accountability.
Down
- 1. Forming into a legal entity.
- 3. A component of one's networth.
- 5. Utilizing methods to pay the CRA as little as possible.
- 8. We offer plenty of this to protect individuals, their loved ones, and of course, their income.
- 9. This form was sent to you before you officially became our client.
- 10. Person(s) you label to inherit your assets.
- 14. A type of account you can create and deposit money into if all your other accounts are maximized.
