INVESTING

“The question isn't at what age I want to retire, it's at what income.”George Foreman

Portfolio
Wealth creation and management is the cornerstone for financial success and our real-world approach enables you to prepare for the future without sacrificing the lifestyle that you enjoy today. Unlike traditional advice (e.g. study well, look for a secure high paying job, invest 10% of income for the long term in well diversified mutual funds) that you will hear from your banker or financial advisor, The One Source Financial believes that you should have a combination of the following assets to create income to achieve financial independence:

• Portfolio assets (Paper assets such as stocks, mutual funds and segregated funds)
• Real Estate (Either as a passive or active investor )
• Business Interests (Developing your business so that it can function effectively with or without you)

“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.”Warren Buffett

Portfolio assets or otherwise known as paper assets is widely accepted as a conservative approach to investing. Whether it is stocks, mutual fund or segregated funds, investing in portfolio assets is a time tested approach to wealth creation.

Whether it is TFSA (Tax Free Savings Account), RRSP (Registered Retirement Savings Account), RESP (Registered Education Savings Plan), RRIF (Registered Retirement Income Fund) or an IPP (Individual Pension Plan), or a non-registered investment plan, let one of our advisors set up the right account for you.

This makes sense? Talk to Roberto.

Roberto@TheOneSouce.ca or 905-361-9170 x101

“Don’t wait to buy land, buy land and wait.”Will Rogers

Real Estate
For real estate investing, you can decide whether you want to become an active or passive real estate investor. We can connect you to a team of experts in the area of real estate investing, whether it is land syndication, single family houses, duplexes, triplexes or fourplexes, commercial real estate, small to medium apartment buildings or condominium developments. We have a network of professionals including real estate lawyers and property management companies to assist you into a profitable venture.

I want to learn more.

Roberto@TheOneSouce.ca or 905-361-9170 x101

“The greatest opportunities today are to go into business for yourself as an entrepreneur.”Paul Zane Pilzer

Business Interests
74% of all self-made millionaires in North America today made their fortune by building their own successful businesses. And here’s an important point: Many of these people never owned a business previously. You do not need to have experience in entrepreneurship. You just need to learn everything necessary about your particular business and then apply it as you go along.

If your company is based out of your home, you have plentiful tax benefits, including tax-deferred savings and multiple deductions And the opportunities range from retail to real estate. If you have a fantastic product, you can kick off retail sales using e-commerce without an initial brick-and-mortar investment. Or, if you provide a service, such as consulting or accounting, you can set up a marketing campaign locally and online with minimal cash up front.

Look into businesses like real estate investing and direct selling that offer the opportunity for residual income, which is payment for the continuing results of work completed in the past.

At The One Source Financial we encourage individuals to go into business either part time or full time. While we do not subscribe to a particular business, we can connect you to successful business owners, business coaches or independent business owners engaged in direct selling that suits you.

Interested to find out what your financial independence plan could look like? Simply book a complimentary, no-obligation appointment. Roberto@TheOneSouce.ca or 905-361-9170 x101