Insurance
CRITICAL ILLNESS INSURANCE GAINING MASS APPEAL
Critical Illness Insurance Gaining Mass Appeal


GREATER AWARENESS ABOUT CRITICAL ILLNESS INSURANCE DRIVING SALES GROWTH
The Insurance & Investment Journal


DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT
Canadian Business Journal - July 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 ...


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 ...


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, ...


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 ...

