1) What is your financial goal? Sample Answer: Accumulate savings so there will be enough lifetime income to retire 2) Why is it important for you to achieve this financial goal? Sample...
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Comprehensive List of Disability Benefits Programs For Canadians
Throughout my years as a financial advisor, I have had the privilege of serving many families with disabilities. Each family faces unique financial challenges, such as finding income support,...
Today, I want to share an example of how one could grow their disability savings to $398,891. Before I start, I want you to think about what does having that amount of savings would mean to the...
My Personal Experience In Handling Life Insurance Claim In Canada
Every now and then, I would come across sayings such as "I do not need any insurance coverage as premature death would not happen to me" or "life insurance companies tend to deny claims". Although, I...
Happy New Year! I wish you are having a safe and joyful holiday! Since we are at the start of the year, it is a good time to plan ahead your financial goals for 2014. Below are some tips you may want...
Employment Termination Series: How Do You Handle Your Company’s Pension Plan?
Many companies may offer pension plan as part of the employees benefits, where these plans are considered as one of the most important source of retirement funding beside government pensions and...