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FINANCE & MONEY
28 Mar 2015

Charity begins at home

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When I am not busy protecting families with Life & Critical Illness insurance, I host a radio show on a Toronto radio station every Saturday night, and last week I played a song that got me thinking about what I do every day and why. The punch line to the song is “You’ve got to show me love”

12 Mar 2015

Tax Sheltering Your Investments Using Life Insurance

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If you have maxed out your RRSPs and used up all of your TFSA room; there are other options available which will allow you to continue to invest your money tax deferred.

16 Feb 2015

Your Ability To Earn Is The Main Concern

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Nobody wants to think about becoming disabled but it happens. Most people I have spoken to in my over 20 years working in the insurance industry were concerned about losing their job,

02 Feb 2015

Does the 40% include you?

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According to The Canadian Cancer Society a staggering 40% of all Canadians will develop cancer in their lifetime.

12 Jan 2015

Financial Fitness – It’s Easier Than You Think

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It’s a new year, a time of renewal, a time when many of us make resolutions, and set fresh goals.

10 Dec 2014

Didn't See That Coming

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David Letterman has a funny segment in his show titled "Didn't see that coming" and usually the joke is about something that was bound to happen based on an individual's prior actions.

09 Nov 2014

It's your Money: Part 3

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In this article we will discuss the concept of paying yourself first and the use of credit and debit cards. 

17 Oct 2014

It's your Money: Part 2

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In this article we discuss budget design and maintenance and organizing and keeping good records. If you recall from our previous article, money management entails balancing savings, spending, wants, needs, cash flow and debt.

07 Sep 2014

Difficult Conversations

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Recently I sat down to dinner with two of my clients and had an informal yet frank discussion about what kept them up at night.

04 Sep 2014

It's Your Money: Part 1

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A lot of people go through their life in denial about the importance of money in their lives or their ability to handle it.

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