by JimDavison | Jun 27, 2016 | Uncategorized
Critical Illness Insurance – Not Just for Adults Most of us have experienced or known someone whose family has been greatly impacted by a parent being diagnosed with a life-threatening disease or condition. But what about when it happens to children? Sadly,...
by JimDavison | May 16, 2016 | Uncategorized
Ownership of individual life insurance at its lowest level in 30 years The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households: Individual ownership of Life Insurance was at its lowest level...
by JimDavison | Apr 25, 2016 | Uncategorized
As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable. This is due to the Lifetime Capital Gains Exemption which says that, for...
by JimDavison | Mar 11, 2016 | Uncategorized
The new rules governing CPP were introduced in 2012 and they take full effect in 2016. The earliest you can take your CPP Pension is age 60, the latest is 70. The standard question regarding CPP remains the same – should I take it early or wait? While you can...
by JimDavison | Jan 6, 2016 | Uncategorized
Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs. Soon the amount of funds that can be tax sheltered within a life insurance policy will be reduced by new tax rules...
