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Events

FSRA issues Notice of Proposal against Greatway Financial Inc.

Posted on October 14, 2022November 16, 2022 by mac-admin
14
Oct

October 14, 2022. The Financial Services Regulatory Authority of Ontario (FSRA) alleges that Greatway Financial Inc. is committing acts that might reasonably be expected to result in an unfair and deceptive act or practice.

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Posted in Events
Insurance

POLO Vancouver Information Session and Financial Literacy Seminar

Posted on August 28, 2022November 16, 2022 by mac-admin
28
Aug

August 13, 2022. Ladrido Financial Group led by Jake Ladrido and Herbert Magbanua conducted the Financial Literacy presentation and provided tips on how to properly manage finances through savings and investments.

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Posted in Insurance
Insurance

Mortgage Protection

Posted on July 6, 2022July 9, 2022 by mac-admin
06
Jul

INFOclip: Mortgage Protection July 6, 2022Author: The Link Between Do you own your own home and pay a mortgage? Do you ever wonder how you would continue to do so if there was a substantial decrease in your household income? Purchasing your own home is an important milestone that can evoke both great joy and […]

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Posted in Insurance
Insurance

What becomes of the broken-hearted? Stress and the Human Heart

Posted on March 30, 2022July 9, 2022 by mac-admin
30
Mar

March 30, 2022Author: The Link Between The Irish playwright, Oscar Wilde, observed that the heart was made to be broken. Being human ensures that each of us will experience at least one heartbreak in our lives – this heartbreak could even add to the richness of our humanity or sow the seeds for future happiness. […]

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Posted in Insurance
Investments

What is Sequence of Returns Risk?

Posted on March 16, 2022May 17, 2022 by mac-admin
woman using a computer
16
Mar

June 3, 2020Author: The Link Between   Oftentimes, investors are instructed to own a well diversified portfolio in accordance with their risk tolerance and then maintain it through all market conditions until their situation changes or they are faced with a major life event. This is all well and true, but if you’re an investor […]

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Posted in Investments
Investments

How Much Should I Contribute to My RRSP?

Posted on January 12, 2022May 17, 2022 by mac-admin
12
Jan

January 12, 2022Author: The Link Between   Figuring out how much to contribute to your RRSP is important. Do it right, and you maximize your tax savings now, while setting yourself up for a good income after retirement. Do it wrong, and you could find yourself paying more taxes than you have to. Luckily, planning […]

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Posted in Investments
Investments

Rhea Santos Interviews Jake Ladrido

Posted on December 18, 2021November 15, 2022 by mac-admin
18
Dec

A good way to save is to paying yourself by taking advantage of the registered savings plans offered by the government.

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Posted in Investments
Insurance

Choosing Insurance that Grows with You

Posted on May 26, 2021May 10, 2022 by mac-admin
26
May

May 26, 2021Author: The Link Between Life is ever changing and so are your insurance needs – what you need today may be different than what you may need tomorrow. Your conversation with your insurance Advisor and your insurance options will definitely change depending on your stage of life, and while it’s important to look […]

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Posted in Insurance
Insurance

Critical Illness Insurance – Financial Protection Or Your Money Back!

Posted on March 3, 2021May 17, 2022 by mac-admin
03
Mar

March 3, 2021Author: The Link Between   Did you know that 1 in 3 women and 2 in 5 men have a chance of developing a critical illness in their lifetime? (1) The good new is many will recover! Many of us have witnessed how a serious illness can affect a family – how it […]

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Posted in Insurance
Investments

The ABCs of Spousal RRSPs

Posted on July 15, 2020May 17, 2022 by mac-admin
15
Jul

July 15, 2020Author: The Link Between   A spousal* RRSP is exactly what it appears to be, quite simply a Registered Retirement Savings Plan (RRSP) for a spouse; a plan that cannot only help set aside funds for you and your spouses’ retirement, but can save you some tax dollars in the process. The idea […]

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Posted in Investments
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  • Home
  • Services
    • Health Insurance
      • Critical Illness
      • Accident
      • Disability
      • Health and Dental
      • Long Term Care
    • Life Insurance
      • Term Life
      • Whole Life
      • Universal Life
      • Non-Medical Life
      • Guaranteed Life
      • Final Expense
    • Travel Insurance
      • Super Visa
      • Visitor Emergency
      • For Canadians
    • Group Plans
      • Health & Wellness
      • Employee Assistance
      • Virtual Health Care
    • Investments
      • TFSA
      • RRSP
      • FHSA
      • RESP
      • RDSP
  • Group Plans
  • Our Team
  • Careers
    • Business Orientation
    • CIPR and Remic Enrollment
    • New Foundland Manual
    • British Columbia Manual
  • Contact
  • Community
    • Events
    • Financial Literacy
  • Resource
    • Media
      • News and Blog Posts
      • IA My Client Space Registration
      • Financial Videos
      • Medical Exam Preparations
    • Planning Aid
      • Discovery
      • Financial Tips
      • Financial Tools
      • Planning Matrix
    • Compliance
      • Advisor Disclosure
      • Fact Finding Form
      • Life Needs Analysis
      • Reason Why
      • Policy Review Checklist
      • Wills
        • Simple Will
        • Standard BC Will
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