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 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 21, 2020 | Budget, Business Owners, Investment, Wealth management
“Creating a budget may sound boring but taking the time to do so will have a huge impact on your future.” It is easy to overspend and with the amount of household debt at an all-time high, managing your finances can seem hopeless. However, the more...
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...