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Video – Final Expense in Canada
Everything you need to know about FINAL EXPENSE in Canada
Money for your Children’s’ Education – Canada Education Savings Grant
“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 grant...
What is your financial strength?
Building financial security is part of emergency planning. It is one aspect of wealth building combined with financial risk management. It answers the what if something will happen questions.
Protecting your loved ones with life insurance
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 approach to...
Risky Business: Types of Investment Risk
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 risk can help you and your advisor put together a portfolio that minimizes over exposure to any one risk factor.
Business Owners – Reduce Passive Income Taxation – Strategy
"The new tax rule introduced in 2019 have some unfavorable tax consequences for businesses. Business owners might wonder how they can redirect a portion of excess cash flow that would traditionally produce passive income to reduce taxes."In 2019, the Small Business...
Strategies for Passing Down the Family Cottage
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 seems like a nice sentiment but leaving it to your family is no walk in the park. There are tax implications that come with leaving a cottage to your children and if they aren’t dealt with properly it can be a serious financial burden to both you and the kids.
Why Everyone Should Have a Budget
"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 attention you pay to...
Can I guarantee my investment?
"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 invest in one or more...
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