Canadians Travelling Outside of Canada Whether it’s an overnight trip to the USA or a longer vacation, travel insurance is highly recommended. Please see the attached real life story for the cost encountered by a Canadian on a trip to Florida. You can purchase travel insurance up to six (6) months ahead, so if you need a […]
May 25, 2023 – Toronto, Canada – Assuris, in partnership with our member life and healthinsurance companies, is pleased to announce higher levels of policyholder protection. Assuris’mission is to protect Canadian policyholders if their life and health insurance company fails. Ourindustry is committed to the financial wellbeing of all Canadians and the increased protectionlevels provide […]
Most people generally understand what a doctor, lawyer or engineer is and when they might likely need one. When a consumer needs financial advice, should they go to a “financial adviser” or “financial planner”? My industry is still working on that issue after 20 years. I started in financial services in the year 2000 with […]
Warren Buffett is touted as one of the world’s greatest investors. Obviously he has a much larger portfolio value than any of us, but how is his portfolio structured as compared to a Canadian Retail Investor? Is his risk tolerance likely higher than a Canadian retail investor? The Canadian Retail Investor The typical retail investor, […]
Just an update that I am still working at home as normal but ceased any client or supplier meetings since March 11th. The financial companies and professionals I work with also continue to work “remotely” as the pandemic continues. You may call anytime to discuss whatever is on your mind, financial or whatever. My advice […]