There are a number of different associations, not for profits, quasi government and other entities that provide industry guarantees in Canada. These include CIPF, CDIC, FSRAO (for Ontario credit unions), […]
Here is a sample disclosure statement listing the companies I currently represent.
What is / Who can call themselves a “financial advisor” or “financial planner” in Ontario? Read what the new law says.
Thanks to Barbara Balfour and the team at Globe Advisor for featuring me in her Globe & Mail article – Is a financial advisor qualified to be a life coach?
I do a lot of financial planning, group benefit & estate planning work with lawyers in Ontario. In discussing their plans I have come across a somewhat unique situation – […]
Life is fraught with risk – being hit by a bus, losing one’s job or spilling coffee on yourself right before that crucial once in a lifetime meeting. This article […]
I was recently asked to review the Canadian Bar Insurance Association (and Ontario Bar Association / OBA) term life insurance plan that if offers to its members. Below is a […]
“Look, insurance companies are bastards. It’s not that they’re evil and trying to screw the little guy out of their money. It’s that they are totally, morally, apathetic. The same […]
Here are 9 reasons you should buy life insurance: Replace lost income and guarantee the standard of living for your loved ones should you die too soon. Cover final burial/cremation […]
Begin by protecting what you most need and value: Define your “risk of ruin”. Identify the risk of ruin factors. Utilize reasonable risk containment measures. Through appropriate risk transfer planning, […]
