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...
by CFS Wealth Management Inc. | Nov 22, 2021 | Life Insurance
You already have excess wealth that you plan to pass on to the next two generations. You want them taken care of financially and have likely earmarked a portion of your investment portfolio for them. One issue that arises is that all non-registered investment growth...
by CFS Wealth Management Inc. | Nov 12, 2021 | Life Insurance
Simplifying insurance coverage At times, it can feel like Life Insurance Companies have overcomplicated the products they provide by using fancy names and acronyms. This has left many Canadians feeling confused. Fundamentally, there are only three plan types to...
by CFS Wealth Management Inc. | Nov 9, 2021 | Life Insurance, Retirement
Protecting Your Retirement Income We know most people will make it to retirement without suffering a major illness but if you are one of the unlucky ones, what happens now? Would you forego 1% of your annual rate of return to eliminate this risk? Sure, you could...
by CFS Wealth Management Inc. | Oct 7, 2021 | Life Insurance
Life insurance is a smart decision to make to secure your family’s income and expenses in the event of the unexpected. Another positive of having life insurance is that you can fund your legacy plan with it. What is legacy? A Legacy Plan is simply a...
