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November 2019 Book a Meeting Client Login
 
 
Simple Goals for Living Well
 
 

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky waters in daily life?

For example, a young client a few years ago agreed to purchase a starter life insurance program. When his insurance was approved, and it was time to deliver the contract, he wanted to wait a few weeks.

At the time, there was a lot of media buzz about...

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What You Don’t Know Could Cost You
 
 

The age old saying, ’Ignorance is bliss’, may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating.

Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic consequences for the nation’s economic future. A lack of knowledge on even the most basic financial matters has already led to a cascade of calamities that will have a far-reaching and long lasting affect on all of us.

Most of these people didn’t plan to fail; the problem is that they simply failed to...

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The Family Meeting
 
 

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens.

Phillip and Betty review their wills on a regular basis and make changes as necessary. They have discussed their wishes with each other regarding funeral and burial, and their financial and healthcare issues in the event either loses the capacity to make their own decisions.

They each completed a Personal Estate Record of their important documents and other information required to ease the settling...

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The future belongs to those who believe in the beauty of their dreams.
 
Eleanor Roosevelt
 
Segregated Funds are administered by Canadian insurance companies in the form of individual, variable life insurance contracts offering certain guarantees to the contract holder. A description of the key features of the individual variable insurance contract is contained in the information folder. Subject to any applicable death and maturity guarantee, any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.