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FINANCE & MONEY
Karl Marshall

Karl Marshall

Insurance and financial services professional with over 20 years experience.

I specialize in helping business owners and self employed professionals protect their business, families and income with the wonder of life, health, disability, critical illness, property and auto insurance, and investments.

I pride myself in helping my clients protect their assets and develop wealth, and most importantly; I love helping them protect the most important asset that is often overlooked - Themselves.

Many business owners tend to overlook that they are in fact the heart and soul of their business, or in many cases, they are the business, and if anything happens to them, their business and families can be devastated financially.

Let me protect what's really important so that you can focus on growing your business.

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Sunday, 16 October 2016 10:48

How To Get Guaranteed Income For Life

A workplace pension is a great thing because you know that you will have guaranteed income for life when you retire.
Let me say straight off the bat that the thought of your child dying (no matter how old they are) is a morbid thought and as the father of a 21 year old son the thought never crosses my mind.
You probably never thought of it but if you have ever purchased any form of insurance, you actually purchased money at a discount.
Monday, 04 April 2016 04:26

Spring Into These Tax Advantages

I am an advocate for paying one’s fair share of taxes, after all, for the most part we do get value for our tax dollars in Canada.
Sunday, 28 February 2016 15:37

Wealth Or The Absence Thereof Is A Choice

Recently I met with a couple to discuss their insurance and retirement goals and surprisingly the husband said he didn’t believe in life insurance or leaving money for anyone else to spend when he passed away.
Those of us who are self-employed create the reality we want, at our own pace and don’t have the luxury of having an employer set up and administer pension and benefit plans on our behalf; which means we have to do it ourselves.
Monday, 21 December 2015 09:56

Why An RESP Alone Won't Cut It

Many Canadian parents save in an RESP for the purpose of funding their children’s post-secondary education.
When someone passes away, their estate is subject to a process known as probate, and you may have heard this phrase, “The will has to go through Probate” before the assets in someone’s estate can be distributed to beneficiaries. 
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