Financial Library

China's Global Impact

Posted on December 7, 2015

The August correction in the Chinese stock market led to a lot of "how terrible" news coverage and speculation as to whether or not this signaled the end of the China growth story and how it would impact the US and global economies.

Tags: 
investment planning

Group Insurance Will Look After Me, Won't It?

Posted on December 7, 2015

Sally has been working for the same company for over twenty years. About a year ago, she was given a new group benefits booklet because her employer had switched insurance companies. Like most people, she put it aside and intended to read it when she "had the time." Sally was just diagnosed with terminal cancer and made the time to read her group booklet. She was upset to learn that the life insurance coverage with the new insurer was only one times annual earnings. The previous coverage had been two and a half times annual earnings.

Tags: 
disability
insurance
life insurance

Anatomy of a Market Correction

Posted on November 9, 2015

The origin of the recent stock market correction started earlier in the spring of this year. During the month of April, the Canadian, U.S. and many other global stock markets achieved new record highs.

Tags: 
investment planning

What Will Be Sacrificed

Posted on November 9, 2015

Many believe that if they need long term care, either in their home or in a facility, that the cost will be covered by provincial health care or other government agencies. While there are certain programs available, a significant portion of these costs are the responsibility of the patient.

Tags: 
insurance planning

The Big Squeeze!

Posted on October 12, 2015

“Everyone wants to live at the expense of the state. They forget that the state lives at the expense of everyone.” - Frederic Bastiat

By the time that you read this article, it is very likely that the Federal elections will soon be over. When all the back slapping, hand wringing and hyper-analysis is done, the new political regime will be faced with one inescapable challenge.

Tags: 
tax planning

How Should I Insure My Mortgage?

Posted on October 12, 2015

Ron and Susan are arranging a mortgage and the banker asks if they'd like to include life insurance to pay it off on death. Sounds like a good idea, so they decide to take it. After filling out and signing a few more forms, they have it.

Tags: 
insurance
mortgage
protection

Pages

A WORD FROM OUR CLIENTS

  • Steve's a miracle worker if he can get someone like me to begin to understand financial matters better.

    Mrs. S

    Chatham, Ontario

  • I have experienced an increased level of confidence since coming to Steve - I know he has the skill and desire to treat my portfolio with the same interest he would bring to his own.

    Mrs. S

    London, Ontario

  • Steve has been invaluable in my financial planning. He is extremely knowledgeable, reliable and very personable.

    Mrs. G

    London, Ontario

  • Steve has the heart of a teacher and has always been understanding and extremely patient. I would highly recommend him to anyone looking for a trusted advisor.

    Mr & Mrs S.

    Guelph, Ontario

  • You take the time and explain things in a simple, yet effective way that I understand. I appreciate your thoroughness and your caring attitude.

    Mr. R

    London, Ontario

E-newsletter Sign-up


Click Here for Current Issue

* 
* 
* 


Email marketing by AdvisorNet Communications Inc
© Copyright 2024 AdvisorNet. All rights Reserved.