Winning Portfolio? Use the prescribed rate loan strategy
Happy Anniversary, to me!
I’ve entered my 30th year of professional practice.
Where has all that the time gone, and where is all my dark hair?
Working with busy and successful business owners, entrepreneurs, incorporated professionals and affluent families I have learned that everyone knows what Life Insurance “is”, but most people don’t know what it “does.”
My latest article published in Investor’s Digest explains the 4 key reasons to consider Permanent Tax-Exempt Life Insurance and why it deserves to be part of your investment and estate planning portfolio.
Contact us for a no-obligation socially-distanced consultation via ZOOM or we can be nostalgic on a phone call.
Get the information you need now during these challenging times.
Free Money
CBC Marketplace strikes again
Estimated reading time: 45 seconds
CBC Marketplace has warned consumers again about Canadian banks offering imperfect advice and unfriendly insurance products.
They went undercover seeking financial advice from the country's top 5 banks and financial institutions….and….spoiler alert….the results are scary.
Tax Time Blues - Be Prepared
Estimated reading time: 35 seconds
After a long and miserable winter, Canadians now face the annual dread called tax time.
Some taxpayers are in ‘search and sort’ mode right now, looking for the receipts and documents required for their personal income tax return.
Charity begins at the office
Estimated reading time: 30 seconds
I love my job!
It allows me, on a daily basis, to help people get properly protected from whatever lies ahead.
5 Reasons why insurance companies don’t want you to review your policies
Estimated reading time: 30 seconds
Everyone knows that insurance companies pay attention to details.
The degree of due diligence they exercise before issuing a life insurance policy often includes a careful review of your driving record, financial profile and family health history.
A big-hearted cardiologist
Estimated reading time: 25 seconds
Charitable planned giving is my favorite professional pastime.
Given the choice, most people would prefer to pay less income tax and leave more to their favourite charities.
Never Assume Anything (including emails delivered)
Estimated reading time: 45 seconds
“Never assume anything” Heard that before? Me too…at least a million times.
Yes, it’s a cliché, but it always ring true!
Happy Father's Day - gift included
Estimated reading time: 30 seconds
Happy Father’s Day!
This post is dedicated to my late father, of blessed memory, who died of a sudden heart attack in 1974 at the age of 50.
Truth or Consequences
Estimated reading time: 35 seconds
Telling the truth is an essential virtue, especially when it comes to dealing with insurance companies.
A schoolyard fib gets denounced with 'liar, liar pants on fire', but an insurance fib can carry disastrous consequences.
I was planning to procrastinate …
Estimated reading time: 45 seconds
I was planning to procrastinate, but never got around to it.
How many of us don’t put off important things we know we should have done yesterday? Do you envy those super-efficient types who are so punctual, organized and always put together? Don’t they sometimes infuriate you.... with yourself?
Offense or Defense…where to start?
Estimated Reading Time: 40 seconds
The NHL hockey playoffs are now underway and eternally optimistic Toronto Maple Leaf fans (1967 was our last Stanley Cup) witnessed a heartbreaking collapse last night when our beloved team blew a 4-1 lead in Game 7. That was painful.
Today the “mourners” are at the water cooler and all over the media discussing the relative importance of Defense and Offense.
Beware of Doing it Yourself
Estimated reading time: 30 seconds
I've always admired the talents of people on cooking and renovation shows. Project oriented magazines like Popular Mechanics have fascinated me since I was a kid.
But the very thought of dealing with a project of any size causes nervous palpitations before pulling out my dusty toolbox. My affliction of two left hands breeds unvarnished respect for talented do it yourselfers - they truly deserve it.
Trading on Inside Information?
Estimated Reading time: 35 seconds
We started telling people about Critical Illness Insurance in a big way with a radio campaign launched in March 2005. You can listen to some of our ads here.
The subsequent milestones make us feel very proud, and I won’t bore you with them now. They are all here if you care to read them.