Category Archives: Life Insurance

Getting the best from a financial advisor

    Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with? Defining your financial goals and creating a step by

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    Life Insurance Changes

      Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

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      The Benefits of Consolidation

        When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

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        Taxation of Estates: Changes are coming

          Last year, the federal government announced that changes would be coming with respect to testamentary trusts, these new changes come into effect January 1st, 2016.  The new changes include: No Graduated Tax Rates Available for Testamentary Trusts All income earned and kept by a Testamentary Trust will be subject to tax at the top flat

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          When and Why You Should Conduct an Insurance Audit

            As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Perhaps you aren’t sure whether you

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