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 12, 2020 | Business Owners, Estate planing, Financial Plan, Investment, Wealth management
“Risk is something that is ever present in the investment world. With very few exceptions, every investment vehicle carries with it a certain degree of risk. “ While there is no way to get around taking on risk, knowing the different types of investment...
by David Zohar | Feb 24, 2020 | Estate planing, heritage, Investment, Wealth management, wealth transfer
“Cottages often hold a lot of sentimental value to families and is the home to a lot of great memories. Many cottage owners would like to see their children and grandchildren get the same joy from the property that they did, even after they are gone.” This...
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...
by David Zohar | Feb 10, 2020 | Estate planing, Investment, RESP, Wealth management
“RESP’s are effective savings tools for children and are very popular with parents and grandparents. But not many people think about what will happen to RESP’s money when the individual who opened the RESP dies. “ What You Need to Know The Problem RESP’s...