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Videos

Private Wealth Management

For those with $200,000 to $1,000,000, we offer the option of working with a firm of licensed discretionary portfolio managers  who employ the investment management techniques of pension funds and institutions.  Some of the benefits to you include: An investment committee of senior professionals (CFA, CFP, and/or CIM) with an average of 25 years’ experienceRead More…

 

Protecting your wealth with life insurance

Who needs life insurance? People with responsibility for others For people who depend on you for support, a spouse, children or dependent adults, life insurance can play a fundamental role in their continued financial well-being.  In addition to making up for the loss of your income, the proceeds from a life insurance policy can beRead More…

 

A Personal Defined-Benefit Pension Plan

Retirement income protection: The Guaranteed Lifetime Withdrawal Benefit When you choose a “Guaranteed Lifetime Withdrawal Benefit” (GLWB) option with a Segregated Fund, your retirement income is guaranteed for life and will never decrease, even in market downturns. Better still, this guarantee also offers you the possibility of increasing your income. Why choose a GLWB? GuaranteedRead More…

 

Build a rock solid pension with no stock market exposure: Start with $25,000

Consider this fixed income investment that provides a guaranteed retirement income for life without having to live with the risk and volatile returns of the stock market.    Retirement today Most Canadians have saved some money in RRSPs and TFSAs but do not have a clear idea whether their savings are sufficient, or how muchRead More…

 

Segregated funds can provide market growth with security

“Segregated” or Guaranteed Investment Funds (GIFs) can give you the growth potential of investment funds with the security of insurance guarantees. • Guaranteed death benefit –  Your beneficiaries will receive the greater of market value or 75% or 100% of your net contributions tax free when you die, depending on which you choose.  Ideal forRead More…

 

How do employee pension plans work?

Defined benefit, defined contribution, group registered retirement savings plan? Here’s what you need to know To be employed by an organization that provides one or more retirement savings plans to its people is one of the greatest financial advantages you can enjoy in Canada. These plans come in a variety of shapes and sizes, butRead More…

 

Five ways to reduce the cost of probate in Ontario

Reduce costs, speed up distribution, and simplify estate administration Probate taxes in Ontario are set at $250 for the first $50,000 ($5 for each $1,000, up to $50,000), and at 1.5% of the estate thereafter. This translates into about a $15,000 fee for every $1 million in value of an estate.  Probate calculator. There areRead More…

 

Planning for your later years now

Long term care Long term care insurance is a solution focused on planning for the health risks associated with later retirement and the realities of aging. Fortunately, most of these changes aren’t dramatically different from one day to the next – it’s more of a gradual process. The level of health care and personal assistanceRead More…

 

It’s time to make up for lost RRSP saving time

If you find yourself short on cash, or you’ve fallen behind with your RRSP contributions, an RRSP loan at today’s low interest rates can help recoup some lost time and get your retirement savings back on track. At first glance the missed contribution is just dollars and cents. But in the bigger picture there’s alsoRead More…

 

Twelve key documents you need to gather

Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money? It happens all the time. When someone dies, there are a whole bunch of questions that need answers but the only person with the answers is not here anymore. You really love yourRead More…