Children: Trusts and RESPs

AN INTRODUCTION TO ESTATE PLANNING – PART 3.2 In my last post, I discussed the importance of naming a guardian in your will, someone who will take care of your children if you die before they are old enough to take care of themselves. Another item...

Read More

CHILDREN: GUARDIANSHIP

AN INTRODUCTION TO ESTATE PLANNING – PART 3.1 When people get around to making a will, they often think of their family first. If they are married, they will think of their spouse first. Some assets can be inherited directly, outside of the will. Here I...

Read More

Clarifying Your Vision for Retirement

An Introduction to Retirement Planning – Part 4 Planning for retirement is not just about money. I think you could reasonably argue that money is almost the last thing to be considered. It is the tool that makes your plans for retirement executable. Mind you, it...

Read More

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...

Read More