Reviewing Your Estate Plan

by Neal Owen | Jul 25, 2014August 18th, 2021 | General News

Whether your estate is large or modest, it is always a good idea to review your estate plan regularly to ensure that it continues to meet your...

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Critical Illness: Are You Protected?

by Neal Owen | Jul 11, 2014August 18th, 2021 | General News

We all face many risks – contracting a critical Illness is one of them. Being diagnosed with a life threatening illness is not something one wants...

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Estate Planning Tips for Real Estate Investors

by Neal Owen | Jun 27, 2014August 18th, 2021 | General News

For many Canadians the majority of their wealth is held in personally owned real estate. For most this will be limited to their principal residence...

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What Are Segregated Funds & Are They Right For Me?

by Neal Owen | Jun 13, 2014August 18th, 2021 | General News

It can be confusing in the world of investment choice. Do you sacrifice security for higher returns? Or do you play it safe and go the guaranteed...

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The Cascading Life Insurance Strategy

by Neal Owen | May 30, 2014August 18th, 2021 | General News

A Lifetime Gift for Your Grandchildren If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own...

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Why Estate and Succession Planning Is So Important

by Neal Owen | May 23, 2014August 18th, 2021 | General News

The vast majority of business owners and entrepreneurs do not have an effective estate and succession plan in place before they die. As a result,...

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