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.
 


 

 



 

Keeping kids busy on a budget

Entertaining your kids can be expensive, but the good news is it doesn’t have to be...

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What happens when my term life insurance expires?

Term life insurance is a flexible insurance option: you choose the term length, you choose the coverage amount, and you choose what happens when that term length ends...

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How does term life insurance coverage work?

Term life insurance pays out a set coverage amount, called a death benefit, if you – the person who’s insured – die during a specific length of time...

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Term vs. permanent life insurance

You have two basic choices with life insurance: term and permanent. Both options will help protect you and your family but have different features...

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Eight easy ways to be more physically active at work

Like many Canadians, do you spend most of your day behind a desk? Consider these ways to get more activity and stay fit...

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Investing in your child’s education

When it comes time to make a decision about post-secondary education, your child should be focused on which school to go to and what program to take rather than whether they can afford it...

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COVID-19 changed your post-secondary plans? Ways to modify your education budget

Delaying your education? Tips for what you can do with the money set aside...

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How to dress fashionable on a budget

There’s no doubt that fashion has a big impact on our lives. Many people believe fashion reflects who you are and what you do, and some people see it as an indicator of your success...

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Understanding the different types of term life insurance policies

Deciding what term life insurance is best for you depends on your personal situation and your stage of life...

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