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 13, 2020 | Investment, Wealth management
“It is easy to neglect your finances in your twenties but there are a few fantastic money-related opportunities that you could be missing” Paying a little attention to your financial situation now can give you a serious head start on retirement and...
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...
by David Zohar | Feb 3, 2020 | Investment
“If you have a looming short or medium-term need (under five years) that will require funds, the untaxed TFSA withdrawals is likely the right choice. For longer term, retirement needs, you’ll want to invest in an RRSP.” Whether you should invest in a...
