Skip to content
Menu and widgets
Home Page
My Commitment To You
Services
Disclosure and Privacy
How We Get Paid
Investment Stages
Insurance
- Life Insurance 101
- Types of Life Insurance
– Critical Illness Insurance
– Disability Insurance
- Personal Health Insurance
– Travel Insurance
– Mortgage Insurance vs Life
Investment Strategies
– Guaranteed Investment Funds
– Stocks
– TFSA
– GIC
– GIAs/GICs
– Mutual Fund
– Segregated funds
- Segregated Fund vs Mutual
– High Interest Savings Account
– Market Linked Term Investment
– Income For Life
– FHSA
– RESP
– Private Investment Pools
– What Are Annuities?
Estate Planning
– Estate Planning Do You Have A Plan?
– Annuity Settlement option 1
– Annuity Settlement option 2
– New Rules For Executors
– Wealth Transfer Strategies
- The Hensen Trust
Tax Planning
– Year-end Tax Strategies
– Keeping the Family Cottage
- Moving Expenses
- Pros and Cons of Incorporating
- Charitable Living
- RESP transfer options
My Succession Plan
Learning Centre
– Lesson 1
– Lesson 2
– Lesson 3/4
– Lesson 5
– Test Module
– Test Answers
Economic Update 2024
- Economic Update Canada
- Economic Update U.S.A
- Economic Update Global
Government Links
Financial Facts
- LIF Minimum Maximum 2024
– My Commitment To You
