Bonnie

Travel Delays?

Traveling This Spring? If Your Trip is Delayed Remember to Extend Your Travel Insurance.  Traveling outside the province or outside the Country ensure that your Travel insurance is extended if your trip is extended.

2010 Tax Changes for Cosmetic Procedures No Longer Considered Tax-Exempt

In the federal budget announced on March 4, 2010 expenses incurred for purely cosmetic procedures will no longer be eligible under the Medical Expense Tax Credit. 

2010 Tax Changes that May Affect You

Rollover of RRSP Proceeds to a Registered Disability Savings Plan

Budget 2010 proposes to extend the existing RRSP rollover rules to allow a rollover of a deceased individual’s RRSP proceeds to the Registered Disability Savings Plan of a financially dependent infirm child or grandchild.

The plan designed with no medical requirement for age 45 to 75

Final Expense Insurance is available if you are between age 45 and 75 and are:

  • concerned about having a medical
  • Wish to leave a small legacy to your church, grandchildren or other worthy cause.
  • Wish to ensure there are no unpaid bills left for your loved ones.
  • Want to pay for probate fees, legal fees or executor's fees which arise on your dealth.

You can select the level of coverage from $5,000 to $25,000 with the premiums guaranteed level for 20 years only, paid to your named beneficiary. 

Spring Cleaning - It doesn't hurt to ask

Spring is a time of renewal.  We plant the garden; spring clean the house and the yard.  It’s also time to review our financial records and make sure our family is protected in the best possible way. 

Benefits of Private Mortgage Insurance

The Benefits of Private versus Financial Institution Mortgage Insurance

Calculator Tools

How much money will you need for your retirement income?:

Retirement and RRSP Calculators

How much life insurance do you need?