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.
 


 

 



 

What are segregated funds?

Segregated fund policies give you the freedom to invest while offering insurance protection to preserve your savings...

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Options for managing risk in volatile times

Investment options, such as low-volatility funds, dividend-paying stock funds, income-focused balanced funds, managed solutions and segregated funds, can help you manage risk during market volatility...

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How to survive a market downturn – lessons to make investing less intimidating

Diversification can help you weather market volatility because spreading investments across asset classes can help reduce risk...

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How to deal with market volatility

All investing includes risk, but there are ways to manage that risk. Creating an investment plan can help you manage your investment risk...

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What are mutual funds?

Explore what mutual funds are and how they work so you can build your investment plan to help you reach your financial goals...

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Don’t let emotions rule your investment plan

There are several strategies you can use to take the emotion out of your investing...

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Why you should choose a beneficiary

Choosing a beneficiary is an important part of your financial plan...

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What are real assets?

Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...

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What’s the difference between mutual funds and segregated funds?

Mutual funds and segregated funds are both investment options, but they have some key differences...

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Goals-based investing: Why it’s good for financial planning

Let’s look at the basics of what goals-based investing is and how it can help you...

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