A Word about Beneficiaries

29 September, 2014

The discussion about beneficiary designations comes up when we are setting up life insurance policies. A husband and wife usually indicate each other as "primary" beneficiaries on their policies. I then ask them who they would like to receive the proceeds...... Read More

The Most Important Tax Shelter of all

19 August, 2014

So, you’ve been inundated with information about RRSP’s, mutual funds, stocks, Exchange Traded Funds, options, trading options, spiders, dividends, and currency exchanges. Your US funds have skyrocketed and your NASDAQ account is looking very pretty!...... Read More

How should a Self Employed Person buy Insurance?

20 July, 2014

Filed Under: Financial Planning

When it comes to purchasing insurance, many self employed consultants are confused as to how they should cover off their risks. This article will address this concern. In assessing your insurance needs, you should purchase insurance that covers off a...... Read More