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Posts from the ‘Legal’ Category

The Hidden Pitfalls of Bank Mortgage Insurance or “The Devil Really Is In the Details”

Before starting my own legal and fee-for-service financial planning practice, I worked for a major Canadian insurance company for about 9 years and learned more about life insurance than I thought was humanly possible.  Read more

Financial Planning For OneWednesday April 4, 2012, 7-8:30 pm @ the Curling lounge, Hillcrest Community Centre, Vancouver. Free!

Hi all,

As I have been threatening for quite some time, I will be presenting a financial seminar geared for singles, regardless of age.  For whatever reason, most planning seems geared towards couples and families, Read more

Law Corporations and Taxes

I was asked a few weeks ago during a seminar to a lawyer’s group about changes one of the attendees had heard of that made incorporating a lot less attractive than was previous the case.  After looking around and consulting with some of my financial planner friends, I have not seen any significant developments in this area.  Read more

Trust Wills and Tax Savings

I’ve already expanded on some of the other reasons people might want to set up trust for their heirs rather than providing them money or other assets directly in my June newsletter.  Sometimes, the tax savings may be the only reason for leaving things in trust.  Read more