Insurance

GREATER AWARENESS ABOUT CRITICAL ILLNESS INSURANCE DRIVING SALES GROWTH

    The Insurance & Investment Journal

Comments Off on GREATER AWARENESS ABOUT CRITICAL ILLNESS INSURANCE DRIVING SALES GROWTH   |   Posted in Critical Illness,Insurance,Latest News September 19, 2018

DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT

    Canadian Business Journal - July 2018

Comments Off on DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT   |   Posted in Charitable Giving,Insurance,Latest News,Life Insurance,Life Insurance July 16, 2018

CONSIDER PRESCRIBED ANNUITIES BEFORE TAX CHANGES IN 2017

  When you buy a life annuity, you receive a guaranteed stream of income for as long as you live and do not have to worry about the fluctuations of the markets and interest rates. Plus, life annuities provide the highest level of guaranteed income available. If ...

Comments Off on CONSIDER PRESCRIBED ANNUITIES BEFORE TAX CHANGES IN 2017   |   Posted in Insurance,Latest News,Life Insurance,Tax Planning May 21, 2016

CHANGES TO TAXATION OF CHARITABLE BEQUESTS

 Canadians donate billions of dollars to charities each year and many of them make bequests through gifts in their wills to make sure that they can continue to support the charities that they love beyond their mortal life spans. To motivate Canadians to give more to ...

Comments Off on CHANGES TO TAXATION OF CHARITABLE BEQUESTS   |   Posted in Charitable Giving,Estate Planning,Latest News,Life Insurance,Tax Planning August 03, 2015

Strategies for Profiting from Rising Interest Rates

This article was published in the October 2013 issue of the Canadian Business Journal and has been posted with their permission Interest rates in the U.S. and Canada seem to have reached a bottom and the end of the 33-year-old bond bull market seems to be looming. When ...

The 2013 Federal Budget

This article was published in the June 2013 issue of the Canadian Business Journal and has been posted with their permission The main goals of the 2013 Federal Budget consisted of creating jobs, simplifying taxes and closing perceived tax loopholes. THE FOLLOWING ELEMENTS in the budget have ...

The Future of Canada’s Real Estate Market

With house prices making new highs in the Toronto market and signs of slow down in the Vancouver market, interest rates at an all time low and warnings from the Bank of Canada about an overheated housing market, the future direction of the real estate ...

Canadian Advisers See Gains, Pitfalls in Social Media

TORONTO (Reuters) - Canadian financial adviser Will Britton is the quintessential success story of social media in the industry. He's active on Facebook, LinkedIn and Twitter, and when someone needs a financial planner, Britton's contacts are quick to send a "here's my guy" link. Presto, ...

Comments Off on Canadian Advisers See Gains, Pitfalls in Social Media   |   Posted in Financial Planning for Business Owners,Insurance,Investments,Latest News,Savings and Investments May 17, 2013

Estate Administration Tax – A New Chapter Begins

By Jordan Caplan, BBA, CA, Partner — Assurance & Advisor Earlier this year, the Ontario government announced major changes to the Estate Administration Tax (also known colloquially as “probate fees”) in its annual budget. These amendments are a direct result of Ontarians implementing numerous planning techniques ...

Comments Off on Estate Administration Tax – A New Chapter Begins   |   Posted in Estate Planning,Financial Planning for Business Owners,Life Insurance,Life Insurance,Uncategorized February 07, 2012

The Importance of Wills as an Estate Planning Tool

By Jag Gandhi, Hon. B.A., M.A., LL.B A Will allows us to express our final wishes and let our loved ones know that we took the time to think about and provide for them after we have gone. Everyone’s situation is unique to their personal circumstances, ...

Comments Off on The Importance of Wills as an Estate Planning Tool   |   Posted in Estate Planning,Financial Planning for Business Owners,Life Insurance,Tax Planning October 02, 2011