by CFS Wealth Management Inc. | Jan 31, 2022 | Life and Health Insurance 101, Life Insurance
When building a house, you start with a solid foundation before you start framing the structure. Below are two ways your child’s (grandchild’s) financial foundation can be set up for success. Option 1A – RESP A Registered Education Savings Plan (RESP) can...
by CFS Wealth Management Inc. | Jan 27, 2022 | Life and Health Insurance 101, Life Insurance
Protection from a major health event and a little forced savings for your healthy future self. One of the unique features in the Canadian living benefits insurance market is the ability to receive all your premiums back if you don’t claim on the contract. Did...
by CFS Wealth Management Inc. | Jan 24, 2022 | Life and Health Insurance 101, Life Insurance
When taking out a mortgage with a lending institution you should cover off that debt with an insurance policy. Not all coverage options are created equal. Let’s look at the highlights of the two options available to you. Individually Owned Life Insurance vs Mortgage...
by CFS Wealth Management Inc. | Jan 19, 2022 | Life Insurance
Do any of the below resonate with you? I hold traditional investments inside my holding/operating company I am looking to diversify my holdings towards an alternative tax-advantaged asset class I want to increase the internal rate of return on my estate plan. I want...
by CFS Wealth Management Inc. | Jan 17, 2022 | Life Insurance
Corporate Owned Permanent Insurance When should you consider Participating in Whole Life Insurance inside your Corporation? (Permanent Insurance) You’re a significant shareholder in a Canadian Controlled Private Corporation Age 40+ and healthy The...
