News and resources for Canada's top financial advisors
Life
Business owners should consider estate-bond strategies to pass assets to heirs.
By André L’Espérance |November 1, 2011
4 min read
Combine a policy and a mortgage and reap perennial growth in any industry, really.
By James Hilton and Cameron Jacox |November 1, 2011
3 min read
Combined with life insurance, an insured annuity can be a powerful tool wealth preservation tool
Industry
Despite the prominence of cancer, stroke and heart disease in Canada, the majority of Canadian parents don't have critical illness insurance, according to a new poll by TD Insurance.
By Staff |November 1, 2011
1 min read
Talk to your advisor about how this strategy could work for you and your family.
By Philip Porado |November 1, 2011
Manulife has rolled out a new Synergy application for the iPad. Synergy combines a life insurance policy, a critical illness insurance policy and a disability insurance policy into one package.
By Staff |October 27, 2011
Guaranteed Minimum Withdrawal Products entered Canada with a bang, twisted through a few snags related to underlying pricing assumptions and now are cruising along as accepted components of client portfolios for those close to retirement.
By Philip Porado |October 21, 2011
7 min read
Estate Planning
On Monday, France's wealthiest woman, L'Oreal heiress Liliane Bettencourt, lost control of her vast fortune after she failed a court-ordered incompetence test.
By Dean DiSpalatro |October 19, 2011
Regular folks worry about debts, mortgages and the ability of their dependants to generate income after they die.
October 19, 2011
2 min read
New accounting standards could complicate estate planning
By Pierre Ghorbanian |October 1, 2011
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