In this video, I speak to Jennifer Jacobs, President of LTCI Consulting Inc. to chat about the expectation of changes of living benefits / life insurance, in terms of what we see in the market place and what we can do to take advantage on what is available today.

You may be years away from selling your business, but it’s never too early to understand what the process involves.  

Is Now the Time To Sell Your Business?

Have you been thinking about selling your business but just can’t decide if now is the best time?  Do you find yourself repeatedly analyzing the economic situation and wishing you had a crystal ball? There are positive signs and there are negative signs…. 

Like many Canadians approaching retirement, you probably have an RRSP that you have been contributing to and managing for years.  However, that magical date where you turn 71 and have to convert your RRSP to a RRIF is quickly approaching.   Now you need to know more about Registered Retirement Income Fund (RRIF) strategies as opposed to savings strategies that have been directing the management of your Registered Retirement Savings Plan (RRSP).

In this video, I speak with Mike Flux, VP Connor, Clark & Lunn Private Capital to get an update on the Alternative Asset Classes they offer (Commercial Real Estate, Infrastructure and Private Equity).  

I invited Mike Flux, VP of Connor Clark & Lunn Private Capital to summarize for me what has happened in the global markets during the 3rd quarter of 2012.

He not only explains what happened but explains what their strategy is moving forward.

Does Your Business Have Curb Appeal?

You’ve spent years in anticipation of retirement – now that it’s around the corner, it’s time to realize there’s more to retirement planning than just financial security.

There is a potential time bomb lurking in Tax Free Savings Accounts (TFSA) that have investments in them that were purchased using a Deferred Sales Charge (DSC) compensation model.

So, why is your financial plan missing the mark?  Every month you're putting money aside, investing in the top mutual funds you can find, not putting all your eggs in one basket - doing the right things.  But, you still feel like you're falling short of your goals.