Risk Management

Why name a beneficiary?

By Dave Dineen, BrighterLife.ca It’s hard to argue with the old saying, “you can’t take it with you.” Since you can’t take your money with you at the end of your life, you might expect more Canadians would name a beneficiary — the person they want to leave their money behind to — for all their financial…

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Ready to retire? Ask your advisor these 9 questions.

YOU’VE  BEEN WORKING and saving for this moment for most of your working  life – now retirement is on the horizon. But you’re not done planning yet. In fact, there’s never been a more important time to talk to your advisor. Start with these nine questions: 1. CPP/QPP – now or later? The amount you…

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Dream Big, then Plan for it

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Ease into Retirement

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What your family needs to know about your life insurance policy

By Rossana Majchrowski, BrighterLife.ca You’ve protected your family by buying life insurance, but you’re not done yet — you have to share the details with them. Do you remember those “set it and forget it” rotisserie infomercials? While buying life insurance can have the same set it and forget it feel, there’s another important step…

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Do You Have An “Estate”?

It may sound grand, but you probably do. Your estate may include many kinds of assets – such as money, property, a bank account, investments, a car, a house or other possessions. So, if you have an estate, you would be wise to consider the benefits of an estate plan. Estate planning is an essential…

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Enhance your retirement​

Source: Transamerica/Ivari Dare to dream Everyone has dreams of what their retirement years will be like. Will you be hiking in the Himalayas or sunning down south? Where will the money come from to fulfill these retirement dreams? Before we answer that question, let’s look at how much money you will need to fund your…

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The Estate Preservation Plan – Rick and Susan’s Story

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How to look your best during your paramedical exam

Just as you would spruce yourself up for a family photo, these tips can help make the picture you present to the underwriter the best possible. Get a good night’s rest before the exam Do not do any heavy exercise 24 hours before the exam Do not consume any form of alcohol for at least 48…

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Creating assets for your children

Estate transfer The assets you’ve built up over your lifetime – such as a home, cottage, investment portfolio, business, or farm – mean a lot to you, and to your family. However, when you and your spouse pass away, virtually all of these assets will be subject to tax. As a result, your heirs could…

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