#future

It’s a gift that your loved ones will never forget!

Add to your family/business payroll The day you leave, insurance will come in to cover Use the interacvtive calculator to calculate the amount of coverage and cost specific to you. Receive a detailed report with multiple comparisons. Get started now

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Can we have a minute of your time?

Add to your family/business payroll The day you leave, insurance will come in to cover Use the interacvtive calculator to calculate the amount of coverage and cost specific to you. Receive a detailed report with multiple comparisons. Get started now

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The “Know Your Client” rule

Before providing you with advice, investment advisors must meet the requirements of the “Know Your Client” (KYC) rule to ensure their advice is suitable for you. At your first meeting, your investment advisor will ask for your: Your investment advisor will need to know whenever you have a change in your personal circumstances, such as a meaningful…

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Retirement Income Enhancer – Insured Annuity

 If you are like most Canadians, you may be looking for: Guaranteed supplemental retirement income Ways to guarantee you don’t lose any of your hard-earned money A guaranteed income certificate (GIC) will work perfectly. The problem is that GIC revenue is interest income and is taxed at your marginal tax rate. In today’s low interest…

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Segregated Funds Benefits

As you know, I’ve helped you manage your risk be it with life insurance, critical illness, or disability insurance. I also have expertise in helping you with your investments and managing risk there too. As an independent insurance advisor, I’m uniquely qualified to offer you segregated funds, which are an investment product with principle guarantees,…

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Intro to Segregated Funds

Investing your money is an effective way to put your money to work and build your wealth. By investing smart, it helps give you more flexibility to earn more on your money, build more security for your retirement, and ultimately give you the chance at achieving your financial goals and dreams. However, investing comes with…

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Enhance Your Charitable Giving Using Life Insurance

According to Statistic Canada, over $10,000,000,000 was donated from 5,000,000 Canadians to charity in 2019.  All these donations are eligible for a non-refundable tax credit. By using Life Insurance, you can increase your overall charitable donation benefiting a cause that really means something to you. Donating funds to the Canada Revenue Agency through taxation just…

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ESG Investing

More and more, Canadians want their investments to reflect their personal values and we want our investments to have an impact for positive change in the world.  There are many approaches to responsible investing, including: Climate change Women in leadership Community development Excluding fossil fuels, weapons, and vices Companies that perform well on environmental, social…

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Are you insuring your most valuable asset?

Ask the average Canadian what their most valuable asset is, and if you are a homeowner, you would likely say your principal residence.  While that is likely true when it comes to something tangible you can buy or sell, it is far from your most valuable asset. Your ability to earn an income is your…

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Financial markets at a glance

FINANCIAL MARKETSAT A GLANCE   MARCH 31, 2021 Canadian and U.S. equity sectors were generally positive this month. Short-term and global bonds outperformed, amongst a backdrop of rising yields. Here are the financial markets at a glance.  Download the PDF     CANADIAN EQUITIES   US EQUITIES     Sector9 of the 11 Canadian equity…

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