Insurance

Afraid of all the Wrong Things

posted Monday, January 5, 2015

by: in Finance / Insurance

The movie “A Walk Among the Tombstones” starring Liam Neeson was an excellent flick and a huge take away from the movie for me was the phrase “People are afraid of all the wrong things” In my line of work I meet people every day who are afraid of a number of things ranging from […]

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Before You Pack Your Bags

posted Thursday, November 13, 2014

by: in Finance / Insurance

If you are like most Canadians, you probably love to travel and are planning your vacation down to the very last detail. Maybe you planned your  dream wedding in the tropics and are all excited and taken up with the wedding planner, invitations, and are probably busy  making  arrangements as you read this Newsfeed for […]

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Didn’t See That Coming

posted Friday, October 17, 2014

by: in Finance / Insurance

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. One of the things I speak to all of my clients about is critical illness insurance because the majority of the people you […]

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Difficult Conversations

posted Monday, September 15, 2014

by: in Finance / Insurance

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. The number one issue was not money in of itself, but rather their failure, and one partner’s refusal to sit down as a couple and have a discussion about money […]

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Graduation Day – Are you prepared?

posted Monday, July 21, 2014

by: in Finance / Insurance

Every parent wants their children to have the benefit of a college or university education. There is no shortage of projections, speculation and reports that suggest in another 10 to 15 years, the total cost of post-secondary education including tuition, books, room and board, meals etc could easily hit $100,000 I have no desire to […]

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Growth or Security? You can have BOTH!

posted Friday, July 4, 2014

by: in Finance / Insurance

Life insurance for many people represents a grudge purchase; a necessary evil that is imposed on them. Unfortunately too many people, including small business owners don’t see past the obvious benefits of insurance (paying out a death benefit), and as a result they miss the opportunity to not only grow their money tax deferred, but […]

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The Walking Dead

posted Wednesday, June 11, 2014

by: in Finance / Insurance

Most of us are familiar with the popular television series “The Walking Dead” The show while totally fictional, gives great insight into how many humans behave – Just like the Walking Dead. The Walking Dead sucks the life out of the living and they do so without thinking. It appears that they are programmed to […]

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