Phone numbers:

  • British Columbia: 250-423-9829
  • Alberta: 403-660-7315

Strategies for estate planning

Another video appearance on Brian Manko's Rocky View Entrepreneur Series.

We talked about the preservation of assets using insurance products. Recreational properties, capital gains liability, funding the buy/sell among children, insurance trusts, and types of insurance for estate planning are covered in this interview. Watch this video to learn more.
 

 

Buy-Sell insurance

Recently, I made a guest appearance on Brian Manko's Rocky View Entrepreneur Series.
Watch this video to learn more about Buy-Sell insurance.
 


 

 



 

How key person insurance can help your business

Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....

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What happens to my benefits if I leave my job?

Millions of Canadians are enrolled in a benefits plan that provides health and dental coverage, as well as other benefits that can help you protect your loved ones and plan for the future financially....

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How much life insurance do you need?

People often buy life insurance when they’re getting married, having a child, buying a home or starting a business....

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How long will my retirement savings last?

It’s safe to say we spend a lot more time figuring out how we’re going to save for retirement, than how we’re going to withdraw those savings. Here are some tips that may help....

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How much do benefits cost employers?

The reasons to offer a benefits plan include employee retention, employee wellness and morale, and some potential tax advantages for employers...

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Should you get life insurance if you’re single or young?

Getting married, having a child, buying a home or starting a business are all good reasons to get life insurance...

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Do your investments help reduce carbon emissions?

Let clients know that our portfolios include carbon transition...

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Saving for your child’s education

Saving for your child’s education. With the cost of post-secondary education continuing to rise, it’s important to start saving as soon as you can...

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Reinvent your retirement

Retirement can provide the opportunity to reinvent yourself and enjoy a new phase of your life...

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Why group insurance is right for my small business

Adding employee benefits to your small business is a great way to stand out...

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