The Hidden Benefits of Corporate Owned Life Insurance: The Corporate Estate BondAre you an incorporated business owner with retained earnings trapped inside your corporation? With the recent announcement about increased taxes on Capital Gains, you are likely more concerned than ever about how to extract these funds without surrendering even more to the CRA. The […]
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Enjoy a Healthy & Tax-Efficient Retirement: The Best Kept Secrets for Financial and Healthcare Planning As a record number of Canadians approach or enter retirement, there are several critical factors to consider for a comfortable and secure future. Among these, financial stability and health security stand out as top priorities. Here, we explore two of […]
What You Need to Know It is important to ensure that your benefit plan is accurate and up-to-date to avoid late-applicant restrictions, enrollment issues, coverage interruptions or declines. Below are some tips to avoid issues and to make sure you and your family have the right coverage. Major Life Changes – 30 Days to Update […]
Many of our clients are reaching a new phase in their lives where they are thinking about their own estate plans. The reality is that many of us will live as long in retirement as we’ve spent in our working lives. Even for those considering semi-retirement, this can have a direct impact on your retirement […]
Read More… from Your Estate Plan: Creating a Legacy, While Preserving Your Wealth
Why is Travel Insurance Important? Travel insurance is essential to protect yourself and your family from unexpected sudden costs due to unforeseen circumstances. Depending on the plan you choose, you may have coverage for lost of delayed luggage, emergency evacuation, travel delays as well as the significant costs related to medical care, tests and treatment. […]
As insurance advisors, we often require our clients’ financial and medical information to ensure their plans get set up quickly and smoothly. And in many cases, we see that their financial, medical details – account numbers, contact info, important histories – are scattered and disorganized. It is human nature. Even though these details can be […]
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