Achieving Efficient Wealth Transfer Through Segregated Fund Contracts
By: Mike Plume Published on: 25/09/2024
In this blog we will look at using segregated funds as an efficent wealth transfer vehicle.
By: Mike Plume
Using Seg Funds in a TFSA for Final Expenses
By: Mike 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.
Segregated Funds, a Senior's Best Friend
By: Mike 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.
Non-Registered Investments. Insurance Company is the Best Bet
By: Mike Plume Published on: 02/07/2024
In this blog we will discuss why your non-registered money should be held at an insurance company, instead of the bank.