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Posted in Life Insurance

An Estate Plan is the Ultimate Gift

Posted by Frank Gasper on 21 April 2020
An Estate Plan is the Ultimate Gift
What is an estate plan? An estate plan is simply a checklist that ensures your personal belongings and finances are easy to manage and distribute, exactly how you want them to be, when you die. It also makes sure your estate doesn't pay more tax or legal fees than it needs to and perhaps most importantly, it makes things so much easier for your loved ones. While the word "estate" is often associated with large properties and the wealthy, in this case, it only refers to you...
Posted in: TFSA RESP RRSP In-Trust Account (ITF) Life Insurance Life Planning Retirement Planning Financial Advice Estate Planning  

Retirement Planning: Learn From Other People's Mistakes

Posted by Frank Gasper on 18 February 2020
Retirement Planning: Learn From Other People's Mistakes
Retirement Planning: Learn From Other People's Mistakes I get asked a lot of questions about money; from clients, friends, family, neighbours and strangers and I can honestly say, I have never come across any personal finance situation that was the same for any one person. My answers for them are always different because every single person has a twist to their financial story. But I have noticed some very common mistakes people make when it comes to planning for their retirement. I...
Posted in: Budget TFSA RRSP Life Insurance Life Planning Retirement Planning Financial Advice Estate Planning Pre-authorized payments  

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