My interview yesterday with Jeff Andreas of CHNL radio
All In the Family - Make A Family Participation Plan
2021 Resolutions - Must Do's
"Is Strategic Charitable Giving Part Of Your Estate Plan?â€
WEALTHinsurance.com is now a proud sponsoring partner of The Upside Foundation of Canada.
We are thrilled to announce that WEALTHinsurance.com is now a proud sponsoring partner of The Upside Foundation of Canada.
It’s an amazing organization that enables founders of early-stage, high-growth Canadian companies to live their values by pledging equity to charity, and join a community of like-minded entrepreneurs.
Over 300 companies have pledged with The Upside Foundation to build social responsibility into their brand & culture, including Wealthsimple, Borrowell, Hopper, Wattpad, and Hubba.
Through Upside, founders pledge stock options or personal proceeds, which, upon a successful liquidity event, convert to a donation to the charity of their choice: making an impact for their company today (without taking away from revenue, time or resources) and a huge impact for Canada in the long-term.
In 30 years of professional practice we have advocated for making an impact through charitable donations.
This new partnership is just one more way that we can help business owners with comprehensive estate, tax and risk planning and think about how they can build their legacy through philanthropy.
Happy (Belated) Tax Freedom Day
Estimated reading time: 30 seconds
Canadians celebrated Tax Freedom Day on June 10th.
The Fraser Institute, a leading think tank, calculated the total tax burden imposed on the average Canadian family by our three levels of government.
All in the family
Estimated reading time: 40 seconds
I was a guest speaker last month at a Toolbox Seminar hosted by Toronto-based lawyers Gardiner Roberts LLP.
My presentation "Creative Uses of Life Insurance in Family Business Buyouts" was attended by a few dozen lawyers, accountants and other planning professionals.
Free Money
A real deal at the big box store?
Estimated reading time: 40 seconds
People like me shop at big box stores for good deals on many useful products.
From tires to toilet paper, consumer-friendly pricing explains the packed parking lots and overstuffed shopping carts.
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.
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.
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.