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Recent Posts
- Is Your Insurance Planning Affected by the Recent Budget?
- We Are Pleased to Announce a New Addition to Our Team
- Four Things You Need to Know About Inexpensive Term Insurance
- ZLC Announcement
- Make the Most of Your Registered Retirement Savings Plan
- Got an RSP and Turning 71?
- The Estate Bond – Have Your Cake and Eat it too!
- Diversifying Your Portfolio – A New Investment Class
- Reviewing Your Estate Plan
- Pay Attention to Your Beneficiary Designation
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Category Archives: Investments
Got an RSP and Turning 71?
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Do you know someone with a Registered Savings Plan (RSP) and turning 71 – maybe your parents, siblings or perhaps yourself? If you do, you should be aware of some decisions that have to be made to the Registered Savings Plan. … Read More
December 20th, 2012
Posted in Insurance & Retirement Solutions, Investments, Pensions, Retirement Planning
Tagged RIF, rsp
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The Estate Bond – Have Your Cake and Eat it too!
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Often we see older investors shift gears near retirement and beyond. Many become risk averse and move their assets into fixed income type investments. Unfortunately this often results in the assets being exposed to higher rates of income tax and lower … Read More
November 23rd, 2012
Posted in Estate Planning, Insurance & Retirement Solutions, Investments
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Diversifying Your Portfolio – A New Investment Class
How Do I Know If I’m a Good Candidate for an Individual Pension Plan (IPP)?
“What are my options to reduce volatility in today’s market?”
Estate Value Risk Management In Turbulent Times
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The Mortality Hedge Revisited Living through the volatility of equity markets can be extremely stressful for those who have significant investment portfolios. Over the past few years it has not been uncommon to see the value of many equity portfolios … Read More
February 16th, 2012
Posted in Estate Planning, Insurance, Insurance & Retirement Solutions, Investments, Retirement Planning, The Markets
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Should I put money in a TFSA or RRSP?
Time for a Sure Thing?
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The past few years have not been very kind to investors, especially to those recently or soon to be retired. Just as investors dragged themselves out of the rubble of 2008, along came 2011. For those nearing retirement, there just … Read More
January 19th, 2012
Posted in Estate Planning, Insurance, Insurance & Retirement Solutions, Investments, Pensions, Retirement Planning
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Are You On The Right Track?
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In the last bull market many investors started to develop unhealthy expectations as to the long term yields their investments would provide. Many had come to accept returns as high as 15% to 20% per annum as the base return … Read More
October 17th, 2011
Posted in Estate Planning, Insurance, Insurance & Retirement Solutions, Investments, Pensions, Retirement Planning
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Do you have a Retirement Income Strategy?
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Canadians are faced with new realities that pose significant challenges to traditional retirement planning. Many Canadians are retiring earlier and living longer than ever. Currently, the average retirement age in Canada is age 62. With many living into their 90s, … Read More
October 11th, 2011
Posted in Insurance & Retirement Solutions, Investments, Retirement Planning, Updates
Tagged Retirement Income Strategy
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