Money Concepts* Workshops
Learn to Think Outside of the Financial Box Join us for an information-packed session to learn creative wealth building techniques, tax-deductible investment strategies, exempt market opportunities, income protection and much more.
Avoid Estate Planning Pitfalls
A Failure to Plan is a Plan Built For Failure “If there’s one good thing about being poor it’s that when you are seventy your children will not have you declared legally insane in order to gain control of your estate.” – Oscar Wilde
Use Responsible Leveraging
Was your home purchased with cash or mortgaged?
If you answered mortgage then you already have first hand experience with leveraging. We have lenders ready to provide unsecured, no-margin call loans that will create tax write-offs and maximize potential ROI.
Tax Free Savii Alternative
More than just an ordinary tax-free savings account! We will share with you formulas designed to help you build wealth, protect your earnings, establish a rainy day emergency fund, and reap the tax benefits too! Register early, workshop seating is limited.
Workshop Registration & Info
register by phone:
High interest savings and chequing
with no minimum monthly balance
Ask us about the details
FREE 1-Hour Session
In -home or at Studio
Includes 8″x14″ print!
100% unsecured “No Margin Call” loans with access up to $250,000. Responsible leveraging can magnify your investment returns and also provide a tax-deduction equal to that of an RRSP.
Not just an ordinary tax free saving account, but a formula designed to help you build wealth, protect your earnings, establish a rainy-day emergency fund, and reap the tax benefits too!
Become an Independent
Financial Services Broker
Bring your mortgage, savings and income together into one single multi-purpose “borrowing and chequing” account. Your income and savings will work harder to reduce your total debt faster.
A unique cost effective solution that addresses three risk areas combining
life insurance, disability insurance,
and critical illness insurance all rolled together into one simple package.
Mortgage Insurance, Disability, Term Life, Whole Life, Universal Life, Critical Illness. We broker for all major Canadian vendors to get you the best rates possible.
get a Quick Quote
We’ll teach you how to effectively leverage your property taxes in order to substantially increase the value of your estate and create a significant income stream for you to draw upon throughout your retirement years.
A savii opportunity to “grow” your investment capital and minimize your exposure to market downturns.
… 75% to 100% deposit guarantees
… 100% death benefit guarantees
… ability to lock in market gains
Founded in 1990, Assuris is a not for profit organization that provides protection for Canadian policyholders in the event that their life insurance company should fail.
Their role is to protect policyholders by minimizing the loss of benefits and ensuring a quick transfer of their policies to a solvent company, where their benefits will continue to be honoured.
Any life insurance company authorized to sell insurance policies in Canada is required, by the federal, provincial and territorial regulators, to become a member of Assuris.
Assuris is funded by the life insurance industry and endorsed by government. There is no cost to policyholders for Assuris’ protection.
Some insurers require a paramedical exam before deciding upon eligibility for coverage.
Upon applying for a policy, a registered nurse arranges a time to meet with you at home or work to collect the information.
The basics includes height, weight and blood pressure, while a blood, urine or saliva sample may also be taken for analysis.
Exams are confidential, free of charge, and the results are sent directly to the insurance company for evaluation.
If coverage is approved a policy document usually issued in about two weeks.
In a small percentage of cases additional information may be required from a family doctor and can take up to 90 days.