Cindy David has been nominated to be part of a special report called Women of Influence in Canada’s Life Insurance Industry, which will be featured […]Read More
Selling Your Business
Talking to an expert is a good idea. There are planning opportunities that can require up to 2 years in advance to make sure you […]Read More
Split Dollar Critical Illness for Business Owners
Shared ownership arrangements using critical illness insurance If you are an incorporated business owner you can own a critical illness plan jointly with your corp […]Read More
Dying Without A Will: Don’t Plan On It!
If you are guilty of not having a Will, this has got to be the most selfish thing you haven’t done. I’m sorry that I […]Read More
Sequence of Return Risk
You are more vulnerable to losses if you are within 1 year of retiring. This is often referred to as the ‘unlucky’ years to retire; […]Read More
Great deals but how much will it REALLY cost you? While the number of people owning secondary homes is on the rise, be aware of […]Read More
Will Your Money Last If You Live Too Long?
On average people live to 86. How certain are you that you won’t live longer? Half of all 65 year olds will live to 88. […]Read More
Permanent Insurance Is Too Expensive!
That can be as true as it is false. Let me explain: if you are widowed and beyond age 70, you’re right, stand alone insurance […]Read More
When To Give
You may want to give money to your kids to help them buy a starter home or pay off debt but can you afford it […]Read More
Faceoff: Is costlier insurance cost-effective?
by Cindy David (Advisor’s Edge Report, December 2011) Canadian insurers have gone through two rounds of price increases since December 2010. Does pricier insurance still […]Read More