We believe clients need to be properly informed. Here is a partial list of some of the resources we put at your disposal. It is our way of helping you make sense of it all!
News Letters Here is a sampling of recent newsletters, where we cover a variety of financial topics in an informative way.
Lending Library Over the years we have accumulated an interesting collection of
informative books. These are available for you to take home and read at your own pace.
Lunch & Learn Seminars In small informal groups, we cover topics such as understanding mutual fund distributions, tax-efficient investing, estate planning strategies using life insurance products, Long Term Care insurance and others. Give us a call to find out more.
Links
The World Wide Web is an incredible source of information. Following are a few sites we have come across and found interesting and educational.
A great source of information about the government run pension plan. Also check out the section on "Planning for Retirement".
Since we believe an informed client is a happy client, we highly recommend the following site as the most unbiased and comprehensive insurance market survey comparison service for Canadians on the Internet.
A great place to get rates, determine your life insurance needs and more.
Once you have this basic information, we hope you will contact us so we may provide you with professional and friendly advice, without obligation on your part. We would welcome the opportunity to inform you of:
- The unique tax benefits of life insurance products.
- The 250% rule of Universal Life products.
- ... and more!
Packed full of current economic information and handy financial tools.
In Sync:© - The best retirement, estate and life insurance planning software we have come across. A free service, all you have to do is ask and we will gladly walk you through it. Well worth the time!
(© of Aim/Trimark Funds Management Inc.)
