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Earthquakes and Bear Markets
I subscribe to one daily blog, and it is the one written by Seth Godin. Seth is a wonderful thought leader on all things business.
Cash Flow 101 – A non-credit University Course
Before your child heads off to University this fall, give them a chance to earn their first “A” by having them complete a Caring for Clients Student Cash Flow Worksheet.
Why you need an Investor Policy Statement?
Investors are again wondering what they should do as stock markets decline around the world.
Synergy Part II – Overall coverage limitations
This second entry seeks to further explain how Manulife can offer a package of coverage (life, disability, critical illness) for up to 30% less than if you purchased individual policies.
New Product Analysis – Synergy Part I – Disability limitations
Manulife does a great job of developing products that address gaps in the marketplace, and an equally great job of promoting them. Their latest creation is an all-in-one product that can provide life, disability and critical illness insurance.
Why pay for a financial plan when you can get one for free?
It is estimated that there are about 150 fee-only financial planners in Canada. That is 150 individuals, not companies. Compare that to the fact that there are over 17,500 Certified Financial Planners (CFPs) across the country.
Worried about being kidnapped? There’s coverage for that!
Although kidnap insurance is not new, the risks associated with international business and personal travel have raised both awareness and the need for this little known or understood insurance product.
US Citizen? Avoid RESPs
U.S.citizens continue to have obligations for U.S. tax purposes even though they may be a Canadian resident for many years.
The Financial Industry Explained
A banker, broker and financial planner walk into a bar…
