Tag Archives: insurance

Health and Dental Coverage

Health and Dental Insurance We are very fortunate to have one of the best health care systems in Canada.  However, there are some items that are not covered by our health care system such as health and dental coverage.  This … Continue reading

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Travel Insurance for Canadians

Travelling to Cuba? It has been a law since May 2010, that if you are travelling to Cuba, they can request proof of medical insurance. Canadians were presenting their provincial health insurance cards as proof of insurance. Now Cuban officials … Continue reading

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Saving Money on Life Insurance

Saving Money on Life Insurance You can save money on your life insurance coverage by working with a broker. Brokers have the ability to shop around to ensure that you are getting the best price available in Canada for your … 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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What is a Segregated Fund

What is a Segregated Fund? A Segregated Fund (also known as Seg Fund for short), is a type of investment fund administered by Canadian insurance companies in the form of individual, variable life insurance contracts offering certain guarantees to the … 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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Guaranteed Insurability Rider

Nobody wants to think about getting sick or their health changing, but if it does, having a Guaranteed Insurability rider on your life insurance policy could save you a ton of money and a ton of headaches. This rider is … Continue reading

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Hello world!

Welcome to our blog. Come back for money tips that you may find helpful in your day to day lives. We are financial planners in Ontario, Canada, and felt there needed to be a directory for information on the types … Continue reading

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