Monthly Tips and Newsletter

December 9, 2024

Capital Gains Inclusion Rate Changes

Individual Pension Plans (IPPs) Are Now a Must-Have Retirement Strategy With recent changes to the capital gains inclusion rate, Individual Pension Plans…

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December 3, 2024

A key part of financial planning

A key part of financial planning is ensuring you and your loved ones are protected in the event of a serious illness….

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June 29, 2021

Mortgage insurance & its benefits and Can you double your PAC and double your retirement funds?

Why choose segregated funds over mutual funds? Segregated funds provide capital protection at maturity.Protection against creditors in case of bankruptcy or lawsuits.Protection on gains using resets.Simplified tax returns for investments.Quick estate settlement bypasses probate saves time and money. (probate …

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June 24, 2021

What is disability insurance?

Disability insurance works as income protection and can help you and your family enjoy a comfortable standard of living. Consider a scenario…

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