Beneficiary vs creating a Joint Account

Beneficiary vs creating a Joint Account

Beneficiary vs creating a Joint AccountMike Plume
Published on: 29/04/2026

Shortfalls of creating a Joint Bank Account, and why you should use a Beneficiary Designation

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Achieving Efficient Wealth Transfer Through Segregated Fund Contracts

Achieving Efficient Wealth Transfer Through Segregated Fund Contracts

Achieving Efficient Wealth Transfer Through Segregated Fund ContractsMike Plume
Published on: 25/09/2024

In this blog we will look at using segregated funds as an efficent wealth transfer vehicle.

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Using Seg Funds in a TFSA for Final Expenses

Using Seg Funds in a TFSA for Final Expenses

Using Seg Funds in a TFSA for Final ExpensesMike Plume
Published on: 12/07/2024

In this blog we will look at the benefits of using segregated funds within a TFSA to save for final expenses. This strategy works well when life insurance isn't a viable option.

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Segregated Funds, a Senior's Best Friend

Segregated Funds, a Senior's Best Friend

Segregated Funds, a Senior's Best FriendMike Plume
Published on: 09/07/2024

In this blog we will look at the benefits of segregated funds for seniors, especially relating to guarantees and advantages for estate planning.

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