Estate Planning

Segregated Funds

What are Segregated Funds? I deal almost exclusively in Segregated Fund investments for my clients.  I work with a number or top providers like SunLife and Manulife, but almost always in Segregate Funds.  A lot of people don’t even know what they are.  Well it’s time to put an end to that.  Here goes: Segregated

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Round Tuit

You said you’d do it when you got a “Round Tuit”. Well, here’s Your Round Tuit! Let me guess.  For years, the recurring thought pops up from time to time, that your affairs are not in order. The will isn’t finished, or maybe it needs to be rewritten, thoughts of final arrangements for a funeral

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