Investment and Risk
In this video we explain the connection between risk and investing and what you can do about it with reasonable risk tolerance.
Gifting to Children | Segregated Funds
In this video we explain how to protect your investment and name your child or grandchild as beneficiary so they receive these funds without going... Read More →
Gifting to Children | Guaranteed Advantage
In this video we explain how to set up a future gift for your children or grandchildren.
Gifting to Children | Estate Bond
In this video we review the estate bond, that can be used to provide life insurance coverage for a child for their lifetime, and potentially... Read More →
Overfunding A Life Insurance Policy
In this video we reveal a financial planning strategy that provides insurance protection in the present and a supplement to retirement income in the future.
Corporate Insured Annuity
In this video we review a guaranteed lifetime income strategy for a corporate business owner that uses life insurance and enhances one’s personal estate.
Personal Annuity
In this video we explain how to obtain a guaranteed lifetime income regardless of market’s fluctuations.
Spousal RRSP
In this video we explain a way to split income with your spouse that can potentially save thousands in taxes during your lifetime.
Individual Pension Plan
In this video we explain how you, as a key executive or business owner can create a ‘super charged’ RRSP for yourself.
Leveraging Strategy
In this video we explain how to leverage corporate surplus cash, reduce your corporate tax exposure and enhance your personal estate and wealth.