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Families Family Financial financial advice Insurance Life Insurance mortgage term insurance

Mortgage Insurance

Gord Malic
April 08, 2021 0 Comments
From time to time, most business owners will need to borrow money from a bank to help with financing new equipment, a real estate purchase or to smooth out bumps in cash flow. When you do, your bank manager may suggest th...
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Blog Business Owners Estate Planning Family Life Insurance

Succession Planning for Business Owners

Gord Malic
December 01, 2019 0 Comments
Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should...
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Blog Business Owners Estate Planning Family Life Insurance

Succession Planning for Business Owners

Gord Malic
October 01, 2019 0 Comments
Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should...
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Blog Business Owners Families Individuals Life Insurance

When and Why You Should Conduct an Insurance Audit

Gord Malic
January 01, 2019 0 Comments
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your in...
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Business Owners Families Individuals Life Insurance permanent insurance term insurance

Do you REALLY need life insurance?

Gord Malic
June 01, 2018 0 Comments
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the mo...
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Blog Business Owners Capital dividend account Key person Life Insurance Shareholders

Capital Dividend Account

Gord Malic
February 01, 2017 0 Comments
The Capital Dividend Account (CDA) is a special corporate tax account which gives shareholders designated capital dividends, tax-free. Talk to us to see if this makes sense for you....
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Business Owners Families Insurance Investment Retirees

Importance of a Financial Plan

Gord Malic
September 01, 2016 0 Comments
The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals. We...
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Blog Business Owners Estate Planning Insurance

New Tax Legislation Alert

Gord Malic
August 17, 2016 0 Comments
Effective January 1, 2017 new tax legislation will come into effect that may affect your life insurance policy....
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Business Owners Insurance Investment

Corporate Extraction Methods

Gord Malic
July 01, 2016 0 Comments
One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way....
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Investment Preparing for Retirement Retirees

Brexit Commentary

Gord Malic
June 30, 2016 0 Comments
Investment Company opinions on Brexit....
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Business Owners Estate Planning Families Growing Families Insurance Investment Maturing Families Preparing for Retirement Retirees Starting your career Succession Planning

Impact on Life Insurance

Gord Malic
June 01, 2016 0 Comments
Major changes are coming to life insurance, if you're looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982. ...
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Business Owners Estate Planning Families Growing Families Insurance Investment Maturing Families Preparing for Retirement Retirees Starting your career Succession Planning

Exempt Test Legislation

Gord Malic
May 18, 2016 0 Comments
Major changes are coming to life insurance, if you're looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982. ...
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Business Owners Families Growing Families Insurance Maturing Families Starting your career

CBC Marketplace: In Denial

Gord Malic
April 12, 2016 0 Comments
Getting Insurance from the Bank might not be what you think....
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Business Owners Estate Planning Families Growing Families Insurance Maturing Families Preparing for Retirement Retirees Starting your career Succession Planning

Permanent Life Insurance

Gord Malic
September 02, 2015 0 Comments
All life insurance is designed to provide your loved ones with financial security when you die. When you buy a permanent life insurance policy, both the premium and benefit are typically guaranteed for the rest of your li...
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