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Category: Insurance

July 17, 2019in Articles, Group Benefits, Insurance0by admin

Disability Insurance Overview

What is disability insurance? Disability insurance is coverage that provides payments, usually on a monthly basis, to replace a portion of your employment income (generally between 60% and 85%, subject…

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Insured Annuity
October 1, 2018in Articles, Insurance0by admin

Insured Annuity

What is an insured annuity? An insured annuity is a financial strategy used to maintain a steady income during retirement but at the same time preserve the value of your…

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Estate Bonds
June 1, 2018in Articles, Insurance, Investing, Wills & Estate Planning0by admin

Estate Bonds

What is an estate bond? The “estate bond” concept or strategy is the use of life insurance to preserve and accumulate wealth and defer taxes and thus increase the value…

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Globe and Mail Article: One way to avoid tax – leave money in the business
May 27, 2016in Business, Insurance, Press0by admin

Globe and Mail Article: One way to avoid tax – leave money in the business

by GAIL JOHNSON Justin Trudeau has vowed to increase taxes on the wealthiest of Canadians – many of whom have achieved their status by building businesses. These business owners could…

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December 14, 2015in Insurance0by admin

How to Buy the Right Life Insurance

Very often people hear they need life insurance, but they just don’t know why. Clients often shy away from buying life insurance to protect their assets and their loved ones…

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May 25, 2015in Business, Financial Planning, Insurance0by admin

Business Owners - Wealth Management and Financial Planning: Common Questions

Q. As a business owner, what kind of insurance do my business partner and I need? A. You both need sufficient life insurance to buy the deceased partner’s half of…

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