Category Archives: Investments

5 Tips about Tax-Free Savings Accounts

The Tax-Free Savings Account was introduced in 2009. If you haven’t taken advantage of this wonderful savings tool please take a minute to learn more about how they work. Be careful not to over contribute If you were at least … Continue reading

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What is an Annuity?

An annuity is a investment product sold by financial institutions and in particular life Insurance companies. They are designed to work like a work pension plan, where they give a fixed payment for a period of time. They can be … Continue reading

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Annuity Settlement Option

There may be certain circumstances with your family situation where you might want to consider using an Annuity Settlement Option (ASO) with your beneficiary rather than leaving a lump sum payment to a family member when you pass away. An ASO allows you … Continue reading

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GICs vs GIAs

Many Canadians have money in GICs at the bank but they may not realize the benefits of opening a GIA (Guaranteed Investment Account) with a licensed life insurance advisor. What is a GIA? (link will take you to the Ivari website. … Continue reading

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