The importance of a critical illness plan

Feb 25, 2019 7:09:15 PM / by Orlando Ali

The one word that everyone dreads hearing from their doctor is “cancer”. The affects it has on our health, on our emotions, our family and our finances can be devastating. Unfortunately, people are hearing the diagnoses on an increasing level. Cancer rates are rising and have been for quite some time. There are many commonly accepted, as well as many not-so-commonly accepted, reasons for this alarming increase including, genetics and family history, diet, environment and smoking.

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Where Will Your Retirement Income Come From?

Feb 4, 2019 1:39:33 PM / by Orlando Ali

Everybody dreams of having a retirement where they can travel the world, spend time with their grandchildren or are free to enjoy their favorite hobbies or take up new ones. But of course all this means that they have the financial flexibility to afford to live out those dreams. Although most people plan what they will do in their retirement, do we really stop to put in place a financial plan to make sure we can have our ideal retirement?

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Retirement Planning? Keep calm and carry on

Dec 10, 2018 4:20:00 PM / by Orlando Ali

The primary source of retirement income for the majority of Canadians who are nearing retirement will be personal savings. This is especially important because evidence is showing that government pensions will not be enough. But things haven't been easy for investors because of the market turbulence of the last several years. It's for this reason why it's particularly important today to keep your emotions in check. Often creating a basic plan and staying the course is the best strategy.

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Millennials: Why the “Know-all Generation” needs more knowledge about investing

Sep 19, 2018 9:53:08 PM / by Orlando Ali

The year was 1980, Post-it notes were just introduced, the USA defeated the Soviet Union in the “Miracle on Ice”, the entire world was wondering “who shot J.R.?”, and perhaps most importantly, yours truly was born. Being born in 1980 I am at the end of period of generation Xer because the early 1980’s is the beginning of the millennial generation.

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Those Without Healthcare Insurance: Entrepreneurs and People Near Retirement, I’m Talking to You!

Aug 8, 2018 11:52:00 AM / by Maria Raso

Whether you are self-employed or someone in or nearing retirement you have likely reached a level of independence in life. You may have always felt that one way or another you are working towards a level of financial freedom; freedom to choose how you will spend your retirement and spend your money.

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You – YES, YOU – need a financial advisor today!

Jul 4, 2018 11:55:00 AM / by Orlando Ali

In recent months, investment firms dedicated to attracting do-it-yourself investors have been running television commercials about how financial advisors are sleazy, smug business people who are only looking out for themselves at the expense of their clients. The advertisers do a wonderful job at suggesting that people shouldn’t be dealing with a financial advisor because they’re the only ones making money even if clients lose money. Heck, they do such a convincing job that they even have me thinking that I should be using their services – and I am a financial advisor!

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The Value of a Critical Illness Insurance Policy for Gerald and Mayan

Jun 28, 2018 11:55:00 AM / by Yossef Kurtz

Most of us know relatives or friends who were diagnosed with a life-altering illness and the enormous impact that it had on their lives and the toll it takes upon the family.

However, as a financial advisor, I must be able to see the silver lining and how my profession supports the dreams and goals of people. Every financial advisor has a flurry of thoughts and emotions going through their mind AFTER a dreadful phone call of an accident or illness. Will their long-term financial security plan derail?

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Financial Preparedness is Essential for Women When it Comes to a Critical Illness

Jun 8, 2018 11:54:00 AM / by Orlando Ali

As a dashing young man, if there is one thing I know - it’s women! Furthermore, speaking as a financial advisor, if there is one thing I know about women, it’s that they need to be better prepared financially for a critical illness. Before I explain why this is especially important to women, let’s take a quick look at some expenses not covered by our public healthcare system.

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Estate Preservation Through Charitable Giving

May 17, 2018 12:30:00 PM / by Kusum Sen

Good estate planning goes far beyond deciding who gets what; it speaks to the passion of giving and sharing. Whether your passion is to provide for those in need, or to create a scholarship or even to preserve Canada’s natural habitat, it can define your life and your legacy. Success can be measured more than material possessions; it can be about making a difference.

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Maybe it’s about time that you go-fund-yourself

May 2, 2018 8:35:26 PM / by Orlando Ali

One of the more recent trends to appear in the age of social media is people opening their hearts and wallets to donate to strangers after they hear a heart-wrenching story on the news.

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