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Building and Protecting Wealth

  Today we will talk about building and protecting. Canadians who want to make their money last for generations will carefully need to plan… Their monies must be protected from taxes, litigation, inflation and potential estate problems – and most importantly, keeping their assets growing. Let’s work together to outline your investment goals and create...
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Giving children a head start

Critical illness insurance for children is an essential component of a family’s financial plan.  When a child gets sick, it affects the whole family.  It pays out a lump-sum benefit, following a survival period of typically 30 days after diagnosis of one of the conditions covered by the plan.  The benefits of critical illness insurance...
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Why do you need life insurance?

If you’re the sole income earner for your family, you need life insurance. If you have a spouse or a child(ren), they are dependent on your income so you will need life insurance. A general rule of thumb is to get a policy with a face value of at least 10 times your annual income (e.g....
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Benefits of working with a mentor!

The first two years as an advisor can be a rollercoaster ride. The learning curve in this new role is steep, and the skills needed to succeed in this industry are vast and ever-changing. Not only are there technological changes impacting the way we do business, but legislative changes also effect the way we approach...
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If you have kids, you need a will

Are children your real treasures?  YES!  If you have kids, you need a will as you have an obligation to protect them along with all your loved ones. That is best done through a WILL.  Your will can deal with contingencies should both parents die in a disaster.  What happens to your children who are...
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