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.
 


 

 



 

Dividend investing

To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....

Read more

What are segregated funds?

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

Read more

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...

Read more

Why you should choose a beneficiary

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

Read more

What are real assets?

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

Read more

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...

Read more

Is value investing right for you?

With rising interest rates and inflation should you be considering different investment options? Value investing could help provide you with both risk mitigation and the potential for long-term gains...

Read more

Take your donation dollars further

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

Read more

Four strategies to boost your RRSP savings

RRSP season is fast approaching. Here are four strategies to maximize your RRSP contributions...

Read more

RRSPs and TFSAs: Which is right for me?

Helping you understand what sets these two savings options apart...

Read more