by David Zohar | Dec 11, 2020 | CESG, Education, Financial Plan, Grant, Investment, RESP, Saving, Wealth management
“The Canada Education Saving Grant (CESG) is money that the government adds to a Registered Education Saving Plans (RESP). The money helps to pay the cost of child’s full or part time studies after high school.” (Source : https://www.canada.ca) The Grant The...
by David Zohar | May 6, 2020 | Budget, Business Owners, Estate planing, Financial Plan, heritage, Insurance, Investment, Wealth management
“Now is a great time to revisit your financial strength. Or, if you never looked at your finance this is a great time to start.” The covid-19 pandemic hit us all. Most of us stay at home, work remotely, or just spending time with the family. Some encounter...
by David Zohar | Mar 19, 2020 | Financial Plan, Life Insurance, Tax
You’re probably at home right now working and practicing the social distancing that everybody’s recommending having in order to avoid a coronavirus. At times like this you might think on how you can protect your loved ones. Well life insurance is one...
by David Zohar | Feb 17, 2020 | Estate planing, Investment, Wealth management
“It’s a question we hear often – can I guarantee my investment? Well, in a sense, yes – the product you’re talking about is called a Segregated Fund. “ Segregated funds, usually referred to as “Seg Funds”, are individual insurance contracts that...