October 3, 2023. The Financial Services Regulatory Authority of Ontario (FSRA) has taken enforcement action against 65 life agents contracted with managing general agencies (MGAs) that operate under a tiered-recruitment model. The clampdown, which includes the sale of unsuitable universal life policies, is part of FSRA’s strategy to strengthen oversight of the sector. Read more.
June 19, 2023 – Jake and Herbert attends the Philippine Independence Day Celebration at the Philippine Consulate Office in Vancouver
April 26, 2023. If you don’t need it anymore, have you considered your life insurance policy to charity?
April 19, 2023. Is your workplace insurance coverage enough to replace your income? Read more about replacing lost income with…
April 12, 2023. Estate planning and the distribution of valuables and family heirlooms. What could …
April 5, 2023. Being transparent about your current and historical health situation can minimize any …
March 29, 2023. What is Term/Perm blend insurance and how can it help protect you and your family?…
February 15, 2023. Looking for an RRSP strategy? Try this calculator to compare and contrast contribution amounts, frequencies, and timing to find the best strategy for meeting your goals.
January 18, 2023. Insurance options, estate planning and retirement income… we’re revisiting our top 4 tools to illustrate your insurance options and help you stay financially on course in the year to come.
January 11, 2023. The Carte family had a beautiful lakefront cottage. Lorenzo and his spouse Valentina bought a 2-bedroom rustic cabin, and over two decades, had transformed it into a stately family retreat with not much more than the sweat of their brows and the help of their son Anthony. When Lorenzo passed away, Valentina kept the cottage, so there was no tax liability.