RRSP vs TFSA
In this video we discuss the benefits of investing in TFSA and RRSP and when you should invest in either.
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 →
Gifting to Children | Life and Critical Insurance
In this video we share a way to gift a child or a grandchild something of value that will last their lifetime.
Legacy Giving
In this video we share a strategy that will maximize your ability to leave a gift for your favourite charity.
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.
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.