Investment Tips

Life insurance as a means of maximizing wealth
A life insurance policy’s primary purpose is to replace the income of a family breadwinner in the event of his or her untimely demise. But what about families with minimal debt and full grown children? Why would they need or want life insurance. Could life insurance help in maximizing wealth? In many cases, yes.
Nine Tax-Saving Tips for Individuals
Many clients I deal with are particularly interested in various forms of tax savings that could help in long term financial planning. In this article I'm listing the most useful methods that are available to Canadians. Apply them and you will save a lot in the long term.

3 Responses to “Investment Tips”

I would be haapy to have your tips on saving taxes.

Prem Shankar thought on April 24th, 2008 3:49 pm
I have a life insurance policy
am i able to take money out of that policy to pay off debt

Don thought on April 27th, 2010 6:06 pm
Thanks for the note. It depends on the policy - many Permanent policies have a cash value which you take on surrender or via policy loan.

LSM Insurance thought on April 27th, 2010 8:10 pm