Should You Trust Bank Advice?
There has been a lot of negative press around the advice in which Canadian banks provide. I have mixed feelings about what's being said as I come from working at one of the big banks. A big part of my responsibility was training advisors. [...]
What’s More Important Than Your Income?
Have you ever sat down and thought about the importance of being able to earn an income? For most of us, isn't it true that it is the ability to earn an income that provides for us? I encourage you to watch this video [...]
A smart way to invest
The investment world is rapidly changing – for the better in my opinion. One way this is changing is that people are recognizing how much they are now paying in fees. Mutual Funds and Segregated Funds are extremely expensive and most managed funds rarely [...]
The Death of Long-Term Care
Unless you are an insurance broker, you likely never heard of long-term care insurance. This is unfortunate as it provides a solution to a significant concern for most retirees – outliving your money. RBC discontinued individual long-term care sales in 2012 (still available for [...]
A Referral You Can Trust
A couple weeks ago, one of my clients asked if it was ok to pass along my name to a close family friend who needed help with their insurance. They were very relieved when I said yes. A referral doesn’t just help me build [...]
The Most Important Policy Most People Don’t Have
You know you need insurance to help protect you from the unexpected. You carry auto insurance because you acknowledge the possibility of an accident, theft, or vandalism. You carry homeowner's insurance because you know a fire or burglary could happen to anyone. You probably [...]