August 3, 2012

Most Canadians are unaware of their ultimate tax liabilities

Most Canadians are unaware of their ultimate tax liabilities.

Does that include you?

Have you and your spouse been fortunate enough to accumulate substantial savings in RSPs? Did you roll your RSPs into a RIF? Did you know that 46% of those hard-earned retirement savings will be taxed on the second death of you and your spouse? In other words, your estate will pay the government $460,000 on $1 million of retirement savings.

June 29, 2012

Why Key Person Insurance is important

June 27, 2012

What worries the wealthy?

June 22, 2012

Canada's Healthcare system is sick (and costing us lots of money)

It's no secret that our healthcare system forces Canadians to wait in line for medical treatments.

We developed ELITE U.S. Healthcare™    to provide funding and help people get immediate access to the world's best healthcare .  

(Everyone knows someone who was forced to wait to see a specialist, or begin treatment.)

June 21, 2012

Buying insurance products online can be risky

 

Buying insurance products online can be risky – it is absolutely not the same as booking a theatre ticket or a buying some music to download. We live in a world of MISinformation, and much of that is available online. Canadians really need the advice of Trusted Advisors.  Many online insurance sellers suggest otherwise. I disagree. Read THIS .

What do you think?

June 20, 2012

RBC will exit the market on many insurance products

I’ve been telling people there will NEVER be a better time to buy critical illness insurance, life insurance and other living benefits. Just last week Manulife raised premiums on Critical Illness insurance by as much as 30%.

 Now comes RBC Insurance announcing major changes: they have decided to exit the market on many great products -  see this article in the Financial Post " RBC latest to pare insurance products" 

Insurance premiums are heading in one direction: UP

June 8, 2012

Welcome to My Blog

I want to personally welcome you to my blog.  The purpose of this blog is to provide readers with my professional insights and observations coupled with the latest industry information to keep you informed.  This is where you can have your own questions answered to help you make well informed decisions to protect yourself and those you love.  

 To receive updates when I make a new post, please sign up at the top right of the page.  You can also socialize with me by clicking on your social media link of choice.  I look forward to communicating with you and helping you in the future.

Take care,

Contact Us

Please call us or use this form to arrange a confidential no-obligation consultation or to discuss any matter of interest.
Local 416.364.2929
Toll Free 866.566.2001