Taxation of Investment Income

An Introduction to Tax Planning – Part 4 You think of yourself and your spouse along with your two children as an average family. Like me you are a resident of London, Ontario. Between the two of you, you earn about $80,000 per year or about...

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Assuris: Insurance that Manages the Risk of Insurance

An Introduction to Insurance and Risk Management – Part 8.1 Imagine you are 35 years old. You are married and you have two children. A few years ago, you and your spouse each bought term life insurance policies from the Flawless Life Insurance Company (aka FlawLife...

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Annuities: Managing the Risk of Living Too Long

Insurance and Risk Management – Part 7 What? There is a risk in living too long? Imagine you are 65 years old. You have been reasonably diligent in saving for retirement. Now is the time to cash in. You are about to start receiving your Canada Pension...

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Segregated Funds: Mutual Funds with Insurance

An Introduction to Insurance and Risk Management – Part 6 Doesn’t this Post Belong Under Investment Planning? While segregated funds are investment products, the fact that they have certain insurance features and can only be bought through someone who is life-insurance-licensed, I have placed this topic under...

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