Retirement Planning and Your Financial Future

Men, women view wealth differently

Mark Noble / January 21, 2010
Advisor.ca
Women view wealth and retirement quite differently than men a new study finds.
A survey of 1,200 Canadians, undertaken by Fleishman-Hillard on behalf of Sun Life Financial, finds women more committed to retirement, but far less willing to work past the age of 65.
Twice as many men (32%) than women surveyed [...]

Posted at 7:27 pm on January 26, 2010 | 1 comment | Filed Under: Financial News | read on

Term life or permanent insurance — which is best for you?

What’s the best life insurance to buy? The simple answer is: it depends on your short- and longer-term needs and preferences for flexibility and risk.

There are two kinds of life insurance – term life insurance and permanent insurance. They are two very different kinds of protection that satisfy very different life insurance needs.

Term (which covers [...]

Posted at 8:05 am on December 15, 2009 | leave a comment | Filed Under: Tips on estate planning | Tagged: comparing insurance products, life insurance, life insurance needs, term vs. permanent insurance | read on

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I am an independent advisor providing insurance and investment products ideally suited to your immediate and long-term financial needs. My goal is to assist you in determining the ideal financial plan for your particular circumstances.

Many companies will offer you advice on which investments are best suited to your needs. Your investments, RRSPs, estate taxes, income taxes, education funds, disability income, critical illness protection and life insurance are just some of the other complex aspects of your total financial picture.

I know that this “Financial Picture” is your future and understanding what you need to secure your future is what I can help you do.

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