A dream is only a wish without a proper plan in place. Begin planning for your secure financial future today and make your dreams a reality tomorrow.
We’re here to help you make that happen.
Investing today is not for the faint of heart. Fortunately for Canadians, segregated fund products offered by many life insurance companies provide a safety net for nervous investors. Segregated Fund products present some interesting opportunities for people looking to get…
In November the Department of Finance finalized their changes to the taxation of life insurance as previewed in March 2013 Federal Budget. These changes resulted in an updating to the “exempt test” which determines how much tax deferred value can…
In August the Department of Finance published their changes to the taxation of life insurance as previewed in March 2013 Federal Budget. When final legislation is passed later this year, these changes will result in an updating to the “exempt…