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Home Ownership

Rethinking Retirement

An end to mandatory retirement will change the way advisors plan for clients’ post-work lives. By Michael Berton The rules of retirement are changing. Last April, lawmakers in Ontario announced

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Planning

The Term Rut

Timing is everything when converting clients from term to permanent insurance. By Michael Berton You’ve just finished gathering and analyzing the financial and lifestyle information for a new client, Sarah,

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Benefits Plan

Best-Kept Secret

Business owners and self-employed clients should consider a health and welfare trust to augment a group benefit plan or as stand-alone coverage. By Mike Berton As provincial governments download more

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Home Ownership

Move or Renovate?

Clients do not necessarily need to leave their beloved home when their family exceeds its capacity. by Michael Berton Mark and Samantha White (not their real names) love their suburban

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Charitable Giving

Giving Credit

A source deduction letter can help clients receive tax credits early and maintain their cash flow throughout the year. Daryl Chan is a devoted member of his church. He attends

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Retirement

Retirement Alternative

Retirement compensation arrangements can help employers lure and retain executives and other key employees. by Mike Berton Times are tough for employers and business owners who want to build retirement

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Planning

Do You Need A Financial Planner?

Ask yourself the following: Is your cash flow estimated on an annual basis, monthly basis, or not at all? Are you using your income-earning power to create income-earning assets? In

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