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 | 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 6, 2020 | RRSP, Wealth management
“Saving for the future is important and RRSP is a great way do so. One of the benefits investing in RRSP is that the calculated earned income is reduced by the amount of contribution and the current year tax liability is reduced.” Saving for the future is...