In the News
Toronto-based financial planner Rona Birenbaum says annuity buyers can solve this by purchasing a permanent life insurance policy representing all or some of the capital amount used to purchase the annuity.
Ottawa may have backpedalled on some of its tax proposals but physicians remain very concerned.
With interest rates rising, it’s time for a fresh look at the cash-for-life comfort and convenience of annuities.
Everything you need to know about the process and being prepared to meet a financial representative.
Financial planner Rona Birenbaum says the most compelling reason to buy a critical illness policy would be if someone isn’t eligible for disability insurance — for instance, a stay-at-home parent who doesn’t have an income to replace.
Be careful about trading tomorrow’s financial security for today’s expensive lifestyle.
Determined, Innovative and Successful: Meet the Team Who Is Taking Over the Wealth Industry, One Client at a Time
The relative merits of RRSP versus corporate investing depend on the type of income the investment itself generates.
Caring for Clients is more than proud to announce that we were the 2016 winners of the Canadian Wealth Professional Award for:
BEST INDEPENDENT ADVISOR OFFICE – FEWER THAN 10 STAFF
Physicians are sought after clients in the financial services industry.