Life

RCA case studies

Estate Planning is an ongoing process, and adjustments must be made from time to time or when significant life changes arise. Luckily, the planning relative to the Retirement Compensation Arrangement (RCA) can be adjusted as circumstances change to meet your clients’ estate-planning needs. Whether it’s a sale of a business, pre-nuptial or divorce issues, family […]

By Pierre Ghorbanian |November 10, 2010

5 min read

Choosing the right CRM

We often take for granted the huge role technology plays in our lives; that is, until an issue threatens to disrupt the entire way we do business. It was December 2009 when our CRM software provider made the call to us. The shock was profound when they informed us they were no longer supporting our […]

October 28, 2010

3 min read

ABCs of LTC

Canada’s aging population will see more people requiring long-term care, but how will they pay for it? The costs of personal care can wipe out an otherwise sound financial plan, highlighting the importance of long term care insurance (LTC). Have questions about LTC? We’ve got the answers. Demand for LTC set to explode By David […]

By Staff |October 15, 2010

2 min read

Long Term Care Insurance: the definitions clarified

End of life issues can be disturbing to contemplate, let alone plan for. Long life can be a mixed blessing, as advanced ageing is often marked by regression our ability to look after ourselves. Activities of daily living (ADLs) are often lost in the reverse order that we gain them in childhood, according to speakers […]

By Nicolas Ritoux |October 8, 2010

4 min read