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.
Blog
By: Mike Plume
Seg Funds vs Mutual Funds: A Comprehensive Guide for Business Owners in New Brunswick
By: Mike Plume Published on: 24/09/2024
In this blog we will look at the differences between segregated funds and mutual funds, with an eye towards business owners.
Spotlight on - IA Financial Group
By: Mike Plume Published on: 16/07/2024
In this blog we will look at who IA FInancial Group is, where they came from, and where they are headed.
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.