Are Health Insurance Premiums Tax Deductible? [Presentation]

To fill the gaps in healthcare requirements, most Canadians pay for certain health care services through their employer, a private health insurance plan, or even out-of-pocket. Having this added health insurance provides a safety net during times of illness, injury, or accident. Not to mention, it saves you money when you need new glasses or […]

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What are the things to consider before choosing a Critical Illness Insurance plan? [Presentation]

Diseases that can leave a patient’s body permanently or semi-permanently damaged compelling them to be financially, emotionally, and physically dependent for the rest of their lives fall under critical illness. Because the risk of getting ill can never be eliminated completely, it’s important that we take precautions so that you’re able to make the financial […]

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Should you take a Mortgage Insurance or not?

Don’t put your dependents through financial hardships of a mortgage if something happens to you. Mortgage Insurance can take care of them for you! Mortgages can put undue stress on spouses and dependents left behind in case of death or disability. Mortgage Protection Insurance gives peace of mind knowing they’re protected when they need it […]

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Super Visa for Parents – How can I bring my parents to Canada? [Presentation]

Canada’s Super Visa program allows parents and grandparents of Canadian citizens and permanent residents to visit Canada for extended periods. The Super Visa is a multi-entry visa that provides multiple entries for a period up to 10 years. The key difference is that the Super Visa allows an individual to stay for up to two […]

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Visiting Canada? Here’s why you must have Visitors to Canada Insurance [Presentation]

After months of planning, your arrival to Canada will soon be a reality. Before landing, you want to ensure you’ve thought of everything to help you have the journey you imagined. One item you might overlook, or maybe not even think about, is Visitors to Canada Travel Insurance. Here’s why you must look into it. […]

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Meet Donna – A Case Study on Affordable Life Insurance for Smokers

Donna is a: 44-year-old female smoker. Single mother of one. Works on the line at automobile parts manufacturer. Donna wants additional permanent life insurance to complement her group life insurance that would cease to work when she stops working. She tried to quit smoking on a couple of occasions but the challenges of being a […]

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Is Final Expense Insurance a good deal? [Presentation]

When it comes to ensuring financial peace of mind for your family, Final Expense Insurance is a way to cover funeral costs or other expenses for older adults who no longer need a traditional life insurance policy. Those bills can get pretty big, with the average funeral costing roughly $10,000. That can be a lot […]

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How to prepare a financial plan to help you adjust to retirement [Presentation]

/ Retirement / Sep 24, 2021

We know how exciting retirement can be after years of hard work. So have you considered how you are going to spend your “me time?” How long you’ll live is an important factor that impacts how long your money needs to last. Canadians are living longer than before, which means you’ll likely need more to […]

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When Does It Make Sense To Opt For Critical Illness Insurance?

When you are healthy, it is the best time to plan for the unexpected. That is simply because your options become more restricted when the unexpected illness occurs. For the sake of the explanation, let’s say your doctor diagnosed you with a life-threatening disease like Cancer. They say your chances of defeating it are excellent. […]

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How to balance the purchase of Life Insurance with Investment [Presentation]

Investing is as important as the purchase of a life insurance policy and you will need to do both in your lifetime. Here’s how you can balance the purchase of Life Insurance with investment.  Do you know? There are two different ways to do life insurance and investments. You can purchase insurance and investments […]

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