Today's Best GIC Rates
November 26, 2015
How We Do It
We offer some of the best GIC
rates in Canada while ensuring the safety of your investments.
Who We Are
Our mission is to educate our
clients so we can work together to achieve your financial goals.
Buy Your GIC Now
Now you trust us,
here is how you can participate
in our best rates.
Ready to Buy Your GIC?
- Please prepare your Social Insurance Number
- Please have two pieces of ID (driver's license,
passport, BCID, care card, birth certificate, etc.)
- Call us at 604.642.2200 to open your account
67% are at Risk of Succession Failure
If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good. This has not changed over the years. Statistics show a failure rate of: • 67% of businesses fail to succeed into the second generation • 90% fail by the third generation With 80% to 90% of all enterprises in North America being family owned, it is important to address the reasons why transition is difficult.
October 1, 2015 at 4:52 pm | by Alex Preswick
The majority of Canadians work hard to accumulate a retirement fund and many are averse to exposing savings to unnecessary market risk after they retire. In today’s prolonged low interest rate environment, immediate annuities are often dismissed or overlooked as a viable vehicle for providing retirement income. Perhaps they shouldn’t be. An annuity is an investment that provides a guaranteed income stream for a set period of time or for the lifetime of the annuitant. While annuities may not be for everyone, for those trying to find a way to guarantee income in retirement Immediate Annuities may be the answer.
September 2, 2015 at 11:30 am | by Alex Preswick
What you need to know about your Group Long Term Disability
Having a source to replace your earned income in the event of an illness or accident is vital considering that on average, 1 in 3 Canadians will become disabled for a period of more than 90 days at least once before the age of 65. For those that are disabled for more than 90 days the average length of that disability is 2.9 years.
Why a Doctor Invented Critical Illness Insurance Critical Illness insurance was invented by Dr. Marius Barnard. Marius assisted his brother Dr. Christiaan Barnard in performing the first successful heart transplant in 1967 in South Africa. Through his years of dealing with cardiac patients, Marius observed that those patients that were better able to deal with the financial stress of their illness recovered more often and at much faster rate than those for whom money was an issue.
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, however, investment in recreational and real estate investment property also forms a substantial part of some estates. Due to the nature of real estate, it is important to utilize estate planning to realize optimum gain and minimize tax implications.