Tax Implication of Investment | Non Registered
In this video we explain the tax implications of your non – registered investment account.
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.
Legacy Giving
In this video we share a strategy that will maximize your ability to leave a gift for your favourite charity.
Health Spending Account
In this video we review the strategy that provides for the payment of all medical expenses of employees and their families, including those that are... Read More →
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.