Will Power
9 Generous Ways to Use CPP Benefits
“Swerve To Avoid Tax Hikes Ahead”
My interview yesterday with Jeff Andreas of CHNL radio
Check your finances just as you’d visit the doctor
Investor’s Digest of Canada published my article “Check your finances just as you’d visit the doctor”.
It explains the importance of understanding the details of insurance policies you currently own, and presents several important planning opportunities to consider now.
Despite 30 years of professional practice it continues to amaze me that so many successful people don’t know what they own until it’s brought to their attention, and sometimes it’s an ugly surprise.
Many people, after buying life insurance, simply ‘file and forget’.
Don’t be one of those people.
Contact us for a thorough review, with no cost or obligation.
“Why Philanthropy is a Good Investment: It’s not always obvious”.
Joining the newly formed Professional Advisor Task Force at St. Michael’s Hospital Foundation.
Delighted to announce I’ve been asked to join the newly formed Professional Advisor Task Force at St. Michael’s Hospital Foundation.
My dear friend and fellow MFA-P Mike Flux of Connor, Clark & Lunn Private Capital Ltd., a dedicated, long-time St. Michael’s donor and volunteer, is spearheading this important initiative.
The Professional Advisor Task Force will consist of leading lawyers, accountants, financial planners, insurance advisors and other estate professionals who are committed to providing strategic advice and supporting the hospital’s important work by promoting philanthropy through their professional practice.
Future Attractions. When and How Much?
That’s the title of my latest article published in The TaxLetter®
It recognizes significant tax increases ahead and presents several opportunities to preserve wealth and lessen the tax bite now.
As we patiently await our vaccines and the re-opening of world economies, right now is the perfect time to focus on “incompletions” in your estate planning, including wills, powers of attorney and life insurance.
Now, for the first time ever, our clients can get up to $5 million of Life Insurance with NO medical underwriting, NO blood/urine samples and NO in-person meetings, all in a 15 minute phone call.
They are topping up coverage and buying new policies for spouses, children and grandchildren for basic protection, estate tax planning or charitable giving.
2021 Resolutions - Must Do's
Divorce and Taxes
Estimated reading time: 25 seconds
The financial fallout of divorce extends far beyond legal costs, alimony and child care expenses.
In addition to finding a new place to live, people displaced by divorce must deal with a wide range of financial and tax considerations, even when no children are involved.
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.