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Impact of Rising Interest Rates on Participating Life Insurance Policies
Gabriel Lalonde July 13th, 2022 Impact of Rising Interest Rates on Participating Life Insurance Policies There are many indications that interest rates could rise a number of times over the course of 2022. Last week we saw the first increase in benchmark interest rates since 2018. How ...
These 5 Corporate Investing Strategies Will Help You Save Taxes
Gabriel Lalonde July 06th, 2022 These 5 Corporate Investing Strategies Will Help You Save Taxes Most business owners are big on cutting costs to save money. However, only a few know how to maximize their corporations to enjoy great investment and tax-saving opportunities. Does this describe you? ...
Planning Correctly According to Your Priorities With Permanent Life Insurance
Joel Lapierre June 29th, 2022 Planning Correctly According to Your Priorities With Permanent Life Insurance Most Ottawa CFPs tag permanent life insurance as the ultimate planning tool, considering how it helps to access beneficial tax and estate planning solutions. But this only works if you can identify ...
Is Estate Freeze Right for Your Business?
Gabriel Lalonde June 22nd, 2022 Is Estate Freeze Right for Your Business? The concept of estate freezes is not entirely new to most business owners. But we will assume otherwise for this article. So, what is an estate freeze? An estate freeze fixes the value of an ...
Harnessing the Power of Compound Interest for Easy Retirement
Joel Lapierre June 15th, 2022 Harnessing the Power of Compound Interest for Easy Retirement The best way to reward yourself for those several years of hard work is to enjoy a comfortable retirement. And what is a comfortable retirement without the funds? Experts have proposed several ...
Critical Illness Insurance – The Financial Protection You Didn’t Know You Need
Gabriel Lalonde May 25th, 2022 Critical Illness Insurance – The Financial Protection You Didn’t Know You Need Everyone hopes and wants to stay healthy – after all, health is wealth. But it is not that straightforward. We are all at risk – no matter how minimal – ...
All You Need to Know About the RRSP Contributions
Joel Lapierre May 19th, 2022 All You Need to Know About the RRSP Contributions The importance of your RRSP cannot be overemphasized. One single wrong move and you pay more taxes than you should. That is why Ottawa Certified Financial Planners advocate that you take time ...
How Does the Sequence of Returns Risk Work?
Gabriel Lalonde May 11th, 2022 How Does the Sequence of Returns Risk Work? Most Ottawa Certified Financial Planners often advise their client investors to set up, run, and maintain a well-diversified portfolio that matches their risk tolerance levels. Such portfolios may be adjusted to suit a change in the ...