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Money for your Children’s’ Education – Canada Education Savings Grant

Money for your Children’s’ Education – Canada Education Savings Grant

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...
What is your financial strength?

What is your financial strength?

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...
Protecting your loved ones with life insurance

Protecting your loved ones with life insurance

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...
Can I guarantee my investment?

Can I guarantee my investment?

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...

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  • Money for your Children’s’ Education – Canada Education Savings Grant
  • What is your financial strength?
  • Protecting your loved ones with life insurance
  • Risky Business: Types of Investment Risk
  • Business Owners – Reduce Passive Income Taxation – Strategy
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