Tagged: estate planning

Reasons to talk about inheritance with your children 0

An Estate Bond helps give more money to your family and less to the government

Like many Canadians, your financial plan may include a portion of savings that you never plan to spend. You have invested some money that you intend to pass on to those you care about most: your spouse, children and grandchildren. The problem is this strategy’s success is largely based on the investment’s rate of return. And,...

Segregated Funds Protect Your Money 0

Protect Your Investments From Market Downturns

You have a simple list of wants when it comes to your money – build and protect savings, retire with confidence and provide for loved ones – however market volatility, inflation and longevity can create uncertainty. Segregated fund contracts offer built in features and guarantees designed to help clients achieve their goals while promoting peace of...

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