Seg Funds vs Mutual Funds
Mike Plume Published on: 18/06/2025
New Blog Post Description
Blog
The Importance of Naming a Beneficiary: A Guide for Business Owners in New Brunswick
Mike Plume Published on: 25/09/2024
In this blog we will look at the importance of naming a beneficiary for all investment accounts, especially important for business owners.
Estate Planning using Segregated Funds
Mike Plume Published on: 02/07/2024
In this blog we will look at how to simplify the task of estate planning using segregated funds and the advantages they can offer.
Efficient Wealth Transfer using Segregated Funds
Mike Plume Published on: 04/03/2024
In this blog we will look at the efficient, streamlined transfer of wealth using segregated funds and their ability to bypass probate, offer creditor protection, etc.