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 MoreUniversal Truths
by Cindy David (Advisor’s Edge, May 2010) The market has seen more than its share of trouble lately. This isn’t news—nor is the fact that […]
Read MoreMaximize Tax Savings in 2010
by Cindy David (Advisor’s Edge, March 2010) Thanks to significant changes in 2008 and 2009, in addition to dependable, long-standing tax planning strategies, you now […]
Read MoreSpecific riders can serve clients’ special needs
by Gavin Adamson (March 2010) Here is a look at how two common riders — the children’s protection and the disability waiver of premium — […]
Read MoreBudget 2010 – An advisor wish list
by Kanupriya Vashisht (Advisor’s Edge, March 2010) Here’s a wish list of things they think would make their jobs easier and their clients happier. [More]
Read MoreTaking Another Look at Annuities
by Gavin Adamson (Investment Executive, March 2010) The traditional products, combined with an investment strategy, have appeal for some advisors and clients [More]
Read MoreMaximize retirement income choices
by Cindy David (Advisor’s Edge, February 2010) When it’s time to decide on a pension option, it’s vital to start with a retirement plan. What […]
Read MoreThe Christy Clark Show
CKNW AM980 (February 2, 2010) Christy Clark interviews Cindy following the news that a BC court has told a daughter to repay her elderly father […]
Read MoreImproving retirement income decisions
by Cindy David (Advisor’s Edge, February 2010) Highlighting the benefits of pension maximization. The plan allows pensioners to insure their own survivor pension privately, rather […]
Read MoreThe Role of GMWBS in Estate Planning
by Cindy David (Advisor’s Edge, November 2009) I frequently come across clients who own Guaranteed Minimum Withdrawal Benefit (GMWB) plans or are considering purchasing one, […]
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