March 10, 2015

How Much is Enough?

Estimated reading time: 40 seconds

Wallis Simpson, the Duchess of Windsor famously declared "You can never be too rich or too thin."

When it comes to receiving payouts on insurance claims, I have yet to hear someone declare

“I had too much insurance” when I deliver the cheque.

November 21, 2014

Free Money                                                                      

Estimated reading time: 60 seconds .

Here are 3 ideas to help you find money, make money and save money.

1 - Find Money

October 2, 2014

Strategies for kids with special needs

Estimated reading time: 60 seconds

The grandparents of a special needs child contacted me recently wanting to do something “different” to provide for their grandson and his parents.

The boy was born with a severe disability requiring special care - an emotional and financial challenge for any family.

May 9, 2014

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.

April 9, 2014

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.

March 12, 2014

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.

January 22, 2014

Resolutions for 2014 - Get Your Financial House in Order

This is the only time of year when people make all kinds of promises to themselves; solemn vows to quit smoking, lose weight, exercise more, work less, work more, become more spiritual, etc.

Consider adding this resolution - get your financial house on order.

Use this list to get started.

November 20, 2013

Lisa’s Journey of Hope

Estimated reading time: 30 seconds

Lisa Glennie was a vibrant radio advertising sales rep at a Toronto station.

We met several years ago when I became her client.

June 20, 2013

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!

June 14, 2013

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.

June 5, 2013

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.

May 23, 2013

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?

May 14, 2013

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.

May 9, 2013

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.

May 3, 2013

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.

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