Category Archives: Blog

Simple Daily Habits Of The Delightfully Successful

If you commit to doing the following, each and every day, you will quickly be a lot more successful: 1. Walk away from gossip. Gossip is often hard to resist. Gossip also diminishes everyone involved. Shift the conversation. Or walk away. Sure you’ll be different. But that’s okay; do you want to be like the […]

Why Estate Planning is crucial

Two men were lifelong friends and similar in many ways. Both were affluent, mid-fifties, healthy, with several children and grandchildren. Life was good. Then tragedy struck. Returning home from a golf weekend together, their car was involved in a serious auto accident. Neither of them survived. Both families were devastated. But one was far more […]

Why should I make a will?

A Will forms an essential part of your estate plan. It is a written document, “in Quebec, preferably done by a notary” that expresses your wishes for the distribution of your assets at your death. It will also deal with any debts of your estate ensuring that they are paid including any taxes owing. A […]

The power of compound interest

Albert Einstein once said that compound interest coupled with time was the most powerful force of all time. He was a pretty smart guy! Compound interest is really a math concept that shows the power of making interest  not just on your principal but also on the interest. If you have $1000 and you make […]

Famous Brands Started or Saved by Life Insurance

If not for life insurance, Disneyland might have existed only in Walt’s imagination. James Cash Penney’s personal depression during the Great Depression might have shuttered the J.C. Penney chain. McDonald’s might have only served a few hundred thousand. find out how life insurance played a key role in either the creation or survival of some […]

Estate Taxes

No one is ever prepared for the loss of a spouse or family member. Death changes everything for those left behind. Whether death comes suddenly or after a long illness, the family’s grief can be overwhelming. Proper Estate Planning can simplify complex issues for your beneficiaries. Planning ahead can reduce family strain and worry, not […]

Security for your Business through Life Insurance

If you’re a business owner, your business deserve protection , insurance can provide that security in a number of ways that may surprise you. It can also provide opportunity to help build assets in a tax-effective way for your retirement or estate plan. The Purchase of Shares If you have one or more shareholders in […]

Simple Daily Habits Of The Successful

If you commit to doing the following, each and every day, you will quickly be a lot more successful: 1. Walk away from gossip. Gossip is often hard to resist. Gossip also diminishes everyone involved. Shift the conversation. Or walk away. Sure you’ll be different. But that’s okay; do you want to be like the […]