Some of the most successful people I have met have “plans”. They have plans for their business. They have plans for their family (i.e. education, life experiences, sports, etc.) and for their, and their families, financial futures so that no matter what happens in life they know that a particular problem has been solved. This Read More
Do you think all doctors, lawyers, dentists, accountants, mechanics etc. are equal from an experience, education, knowledge and skillset perspective? Neither are financial advisors which is why you should receive a second opinion. Your family’s future depend on decisions you make now. Given the massive financial repercussions of not receiving the best advice it is Read More
You have worked hard and have been financially successful by any definition. You have family and either have, or are likely to have, grandchildren. Life is good! The time is now to start thinking about you and your family’s future as there will come a time when significant problems will appear. What problems you ask? Read More
Are you using all available tools to fund your retirement? Don’t be so sure! In addition to registered investment alternatives (RRSP’s, TFSA’s, etc) did you know that you are able to grow capital inside insurance policies on a tax deferred basis funded either personally or corporately? This capital can be used to fund your coverage Read More
…even if it doesn’t make any sense. Rarely do people wake up in the morning and say “I am going to buy some life insurance today.” This is understandable given that the accompanying thoughts are unpleasant to think about, the myriad of products available and the widespread perception people have of insurance advisors. But what Read More
If life insurance was called anything other than “life insurance,” business owners and families would line up to buy it. They wouldn’t need me. However, the mere mention of these two words together causes an automatic shutdown with most people – that is, until they truly understand it. Then, their responses range from “this is Read More