We have been receiving numerous calls asking how COVID-19 has impacted existing insurance policies and if there is any sort of financial relief available within their plans. To get the message out, we partnered with Barry Choi, a Toronto-based personal finance and travel expert who frequently makes media appearances. His blog Money We Have is one of [...]
“How much do your services cost?” In short, the answer is zero. When asked this question recently, I realized that not everyone knows that I don't charge for my time. A client doesn’t pay for our services, rather we are paid directly from the insurance company. There is no cost difference to [...]
“I work a 9-5 job and have always day dreamed about being my own boss – what has your experience been like working for yourself?” Five years ago, I took a leap of faith and left a career I loved at a company I was proud to be a part of. Haven't [...]
Just in case you are wondering, A Health Spending Account (HSA) is a Canada Revenue Agency approved method that allows personal qualifying medical expenses (e.g. health, dental, vision, massage, chiro) to be paid for in a tax-efficient manner. Your corporation can write off 100% of ALL qualifying medical expenses. Qualifying medical expenses incurred by [...]
Do you need insurance? Which insurance? Can you trust insurance agencies? You are not alone if you have asked any or all of these questions. Recently, I was contacted by someone who was skeptical about insurance - here is my response: “I believe that trust needs to be earned. In my [...]
As a disclaimer, I am not an “investment guy” – I just like money and understand investing way more than the average person. I believe in specialization, which is why I typically refer those asking me to invest their money over to the experts at JustWealth. I am tired of people coming [...]
First thing first, IRP is not a product – it’s a concept/strategy. Universal Life Insurance is the product – so let’s talk about that first. Should mentioned that Universal Life is quite complex as there are many different components and ways to structure. I tried to keep this as simple as I can. [...]
The Randomness of Critical Illnesses There has been some sad news recently in entertainment world with regards to Critical Illnesses. Unfortunately, we saw Luke Perry (Riverdale, 90210 actor) suffer and pass away from a Stroke. Selma Blair made headlines as she opened up about her Multiple Sclerosis diagnosis. And lastly, Alex Trebec posted a [...]
Here is what I often use to help illustrate the importance of proper disability insurance. This one was for a 35-year-old father who earns around $80,000 per year. He has no disability benefits through his work and his income is important to him. Before he met me, he never really thought about how financially [...]
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. There were a lot of great advisors who would always [...]
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