FAQs
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You can get life insurance on yourself, your spouse or partner, children, business partners, key employees, and, in some cases, other family members, provided you have their consent and a financial interest or responsibility related to them.
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The sooner, the better. Premiums are typically lower when you're younger and healthier, so buying early can save you money in the long run.
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Choosing the right investment strategy depends on your financial goals, risk tolerance, and time horizon.
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No, RESP contributions are not tax-deductible. However, the investment earnings within the plan grow tax-free, and withdrawals used for the beneficiary’s education are taxed in their hands, which typically results in little to no tax.
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No, my services are completely free. You won’t incur any charges for my advice or expertise. If you choose to use any services, the companies providing those services will compensate me, not you.
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This happens to be my favourite question, as it speaks to the core of my commitment. For me, there is no corporate ladder to climb—my lifelong role is to serve as your trusted advisor. You may have heard others express frustration over their advisor leaving the company, only to be assigned someone new. That will not be the case with me. I am dedicated to being your advisor for the long term.
