Financial Advisor
65 Kimberly Street E3G5V6 Fredericton, NB, Canada

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INSURED RETIREMENT PLAN (IRP) An opportunity for a life insurance policy to be the security upon which a loan is collateralized. An IRP allows individuals to fund a permanent life insurance policy over its base premium. https://insurance-journal.ca//insured-retirement-plans-ma/

INSURED ANNUITY An insured annuity is comprised of a life annuity contract and a life insurance policy, purchased simultaneously with the annuitant as the life insured. The annuity generates the cash flow to pay both the life insurance premium and taxes. https://business.financialpost.com//preserving-income-thro

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TFSA vs RRSP https://honestmoney.ca//the-ultimate-guide-to-tfsas-and-rr

TAX EFFICIENT SYSTEMATIC WITHDRAWAL PLANS http://www.managedmoneyreporter.ca/swp/

THE CANADA LIFE INCOME BENEFIT PLAN Offers Guaranteed Income For Life with the potential for your investments to grow. Ideal investment for investing a Defined Contribution Plan to convert your pension at retirement to a Guaranteed Income. https://repnet1.canadalife.com//docu/content/s1_249987.pdf

INVESTMENT RETIREMENT TOOLS & CALCULATORS https://www.mackenzieinvestments.com//tools-and-calculators

INVESTOPEDIA - INVESTMENT ENCYCLOPEDIA http://www.investopedia.ca/

HOME EQUITY SOLUTIONS http://www.manulifeone.ca/

UNDERSTANDING TFSAs http://ca.finance.yahoo.com//canadians-just-don-t-understa

MARKETPLACE - MORTGAGE INSURANCE: IN DENIAL PART 1 http://youtu.be/MvtcfTrPJJE PART 2... http://youtu.be/CanwSISE1wk See more