FREQUENTLY ASKED QUESTIONS

Your Financial Advisor
Who’s Minding Your Money?
An Advisor for all seasons
Whose advice can you trust?

Life Insurance
Why buy life insurance?
What is the best policy for you?
Is term insurance enough?

Other insurance needs
Disability insurance a necessity
Health insurance for travellers
Plans to cover health, long term and critical illness

Retirement Planning
Benefits of year-round RRSP contributions
RRSP consumer tips
RRSPs your key investments
Make up missed RRSP contributions
Retirement savings – How much is enough?
CPP/QPP and OAS Government Benefits
For information on Income Security programs see:
CPP
OAS

Estate Planning
Settling an estate
Choosing a beneficiary
Preparing for your death

Savings and credit
The joys of giving
Start out with good habits
How to save for a child
How to afford your vacation

Investment strategies
An investment primer
Segregated Funds come with a guarantee
Changes to Segregated Funds: What you need to know

Tax talk
Income tax and life insurance products
Taxing Canadian twosomes

Life’s transitions
Financial considerations when remarrying
Inheritance more than just money
Insure a stay at home parent
Talk money before marriage
The right time to buy a house

Small business needs
Choosing an insurance advisor
When the risk is yours alone
Using life insurance in business succession

“A bull market begins on pessimism, grows on scepticism, matures on optimism and dies on Euphoria.”