As a Chartered Life Underwriter (CLU) in good standing, the services I provide include planning, investment management as well as insurance solutions.
12/12/2023
Does your Financial Plan include a cash flow scenario after death? If not, why not?
Planning for cash flow after death | Investment Executive In a client scenario, an advisor fails to plan for an estate’s tax liabilities
10/27/2023
Soaking up some vitamin D after a great conference
01/05/2023
https://sunlife.hubs.vidyard.com/watch/RuxjzB1ajYV2Ud53RDPZW3?custom_id=Tu1d5yiyTcb5yUTwoGDYYm&vycustom_id=Tu1d5yiyTcb5yUTwoGDYYm&vyemail=jonathan.jackson%40sunlife.com
Starting your own business can be very rewarding. Supporting individuals and small business is what I do.
01/17/2022
Whether you are fighting a cold, or just wanting to maintain your physical health, sleep plays an important role.
Why sleep is important for your immune system Is there more to sleeping properly than just feeling rested? Research shows that there is a strong connection between getting enough sleep and maintaining a healthy immune system.
11/12/2021
The best time to plan for the unexpected is when you’re healthy. While your provincial health care may cover your treatment, you’ll likely have additional expenses. Where will that money come from? Your savings? Your credit card? Or will you borrow against your home? Instead, have the peace of mind of critical illness insurance.
Want to know if it’s worth it? Find out more here or contact me with any additional questions. I’m here to help.
Is critical illness insurance worth it? Recovering from a serious illness can be expensive. But is critical illness insurance worth it? Find out.
10/29/2021
A more simplified process doesn't mean probate is less pleasant. Working with an Advisor along with a written financial plan can help you transition your assets to the next generation, limiting the headache for your Estate Trustee.
Ontario overhauls probate application process | Investment Executive Experts divided over whether streamlined application forms will make applying easier
05/14/2021
When it comes to there is no shortage of misconceptions. Well-meaning but mistaken people often spread the misconceptions to family and friends. So, when it comes to estate planning, there are 2 that people tend to assume.
1. When I die, my family can sell my house to pay for my final expenses.
2. When I die, everything will go to my common-law spouse.
The best way to ensure that your family is taken care of is by talking to a expert and forming an estate plan. Being an executor of an estate can be very hard. You want to make sure it’s a smooth process for your loved ones. For questions or guidance on starting the estate planning process, reach out to me today.
2 common myths about estate planning Want to make sure your money goes to the right people when you aren’t around anymore? We’re tackling 2 common myths about estate planning – and setting them right.