Segregated Funds Are Enjoying Renewed Popularity

on Monday, 15 June 2015. Posted in Investments, Blog

Life insurance companies’ segregated (or seg) fund offerings augment traditional mutual funds with insurance contracts. Combined advantages boast potential investment growth plus insurance protection with guaranteed principal and death benefits.

This March’s $243 million net sales set the highest monthly record since February 2012, reports Desjardins Securities. That compares to $144.1 million for March 2014. As investors seek portfolio stability, seg fund sales may continue climbing. Total net assets were $113.1 billion by March 2015, up from the previous March’s $104.3 billion, according to Investor Economics.

A career in Life insurance and Financial Planning pays big dividends

Written by Michael Lecky on Monday, 06 October 2014. Posted in Blog

It is interesting that people, who are successful in the financial services business, will tell you, if they had to do it all again they wouldn’t change their career for anything. How could this be when we know that one of the fundamentals of our business model is marketing? And, we know marketing is not the easiest job in the world, right? Every day insurance and financial advisors face rejection as they offer financial solutions that help clients protect their family’s income through Disability and Critical illness insurance and secure their retirement through wealth accumulation plans and pension planning. No one would say that it is the easiest business, however, it is easily the most rewarding. Especially, if you care about people, because families and businesses see real benefit from the work insurance and financial planners do every day in creating a financial roadmap to guide them through one of the most challenging economic times ever.

Is Travel Insurance too expensive?

Written by Olivia Boodram on Tuesday, 10 June 2014. Posted in Blog, Travel Insurance

Is travel insurance too expensive? Or is Emergency Care?

Your trip is booked… where you will be staying is arranged and the places you will be visiting are all taken care of. What a relief to have all of this completed and now you can relax and wait for the day to arrive. But… and there always is a but - is your trip financially protected? By this I mean, are you protected against, the misfortune of an illness, that unexpected accident, an unplanned cancellation or an unexpected interruption in your trip.

Financial Freedom

Written by Ella Plummer on Tuesday, 10 June 2014. Posted in Investments, Blog

Financial services can be a very confusing and complicated field. The problem that most people have in gaining control of their financial situation is that they do not understand the concepts of financial strategies.

Today people are greatly concerned about their money and how they can keep most of their hard earned cash! Working with an advisor will allow you to achieve your goal faster.

Super Visa Insurance

Written by Michelle Lecky on Thursday, 12 December 2013. Posted in Blog, Travel Insurance

Super Visa Insurance

Effective since December 1, 2011, the parents and grandparents of Canadian citizens/permanent residents (PR) have an easier and expedient option to visit their loved ones in Canada that allow them to remain in the country for up to 24 months at a time, without the need for renewal of their status. The new Super Visa makes it possible - the visa is valid for 10 years and permits a single entry or multi-entries into Canada while the lower application fees and processing time (8 weeks on an average) ensures the visit on short notice.

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