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 ...
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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 ...
Comments Off on Strategies for Profiting from Rising Interest Rates | Posted in Cash Flow Management,Charitable Giving,Credit and Debt Management,Estate Planning,Financial Planning for Business Owners,Insurance,Investments,Latest News,Life Insurance,Mutual Funds,Retirement Planning,Savings and Investments,Stocks,Tax Planning
October 18, 2013
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 ...
Comments Off on The 2013 Federal Budget | Posted in Charitable Giving,Credit and Debt Management,Estate Planning,Financial Planning for Business Owners,Insurance,Investments,Latest News,Retirement Planning,Savings and Investments,Tax Planning
June 16, 2013
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 ...
Comments Off on The Future of Canada’s Real Estate Market | Posted in Business Succession Planning,Estate Planning,Financial Planning for Business Owners,Investments,Latest News,Mortgage Insurance,Retirement Planning,Savings and Investments
May 17, 2013
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, ...
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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
