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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…
Don’t let Group Disability Insurance Let you Down
If you are fully disabled for the rest of your working life, the disability benefits within your group medical insurance can easily exceed $1 million over time.
Finding a missing Canada Savings Bond
In past blogs I have highlighted how to find an unclaimed bank balance and a missing life insurance policy. As it turns out, there are millions of matured Canada Savings Bonds (CSBs) that are sitting un-cashed somewhere.
Health Insurance Costs How Much???
This is often the response when I tell clients what it would cost to replace their company group health insurance if they become self-employed or find new employment with a company that does not offer as generous a group health insurance program.
What Mortgage were you Sold?
Mortgages are more often sold than bought. Evidence of this truth is best illustrated by the number of Canadians choosing to buy into the TD Collateral Mortgage structure.
How to Find a Missing Life Insurance Policy
A few Money Insights readers that read the most recent blog regarding searching for unclaimed bank balances asked if there was a similar search service for missing life insurance policies.