Resources

Investing in Life Insurance?

Canadians look for investment opportunities everywhere they can. How can we boost returns while minimizing tax on the growth? This article summarizes why investing in a life insurance contract may be a good fit for wealthy individuals, businesses and families.Click...

The dos and don’ts of tax-free gifts in Canada

Canadians pay a lot of tax dollars, and many times questions come up around what can be gifted to children or other adults without incurring tax issues. This article summarizes many of the factors to consider when gifting money.Keep in mind, gifting cash is tax free....

Market Commentary January 31, 2019

On paper 2019 is off to a great start for North American indexes, however it comes off the back of the worst market correction since the 2008/2009 recession. With most indexes reaching bottoms around Christmas day that were close to 20% below their market peaks (in...

Wills, PoA and Joint Ownership

BNN has provided some insight here on why to have a will, a power of attorney and some of the benefits and pitfalls to consider with joint ownership of assets.

Dollar Cost Averaging

One of the best strategies to beat market volatility is to average out your pricing on investments. With the recent market volatility this strategy is seeing its advantages fully on display. Read THIS article to learn about the program you should...

Market Commentary December 24, 2018

December has not been kind to major indexes around the world to say the least. There has been a continued rout on North American indexes as they have all posted steep losses. The TSX in Toronto is down 9% for the month and over 15% for 2018. In New York, the DJIA was...

Market Volatility isn’t new

While market corrections haven't occurred too often over the past few years, major indexes are nearing recession territory. The volatility we have seen since Sept 21st has been nothing short of negative. Market forces are starting to make growth difficult, economic...

Death and Taxes?

BNN has provided a nice video to summarize some of the uses of Insurance planning when it comes to your estate plans and retirement plans.  

Market Commentary November 30, 2018

At the time of writing this commentary, the markets across North America were mixed for the month. The TSX has squeaked out a gain of 0.5% for November, reducing 2018 losses to 6.4%. The Dow Jones in NY was down 0.3% reducing the gains for 2018 to 2.1%. The NASDAQ was...

Creditor Insurance – Dying with Debt

Millions of people in Canada have credit cards and the insurances that come with them, or subscribe to the additional coverage. This article is a great example of the limitations to the insurance. Please read the coverage before paying a premium, and if your not sure...

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