Michael Dennis Financial Advisor

2020 may not have brought us any presents, but it has shown us the importance of financial planning, like: Making a budget Having an emergency fund And more ... Looking back on this year, would you say that you were as prepared as you could have been? Contact me so I can help you make a plan!

These times of uncertainty make people think! Do I have enough insurance? What will happen if I end up on disability leave? Give yourself peace of mind and start a conversation about disability insurance. Disability insurance coverage for workers and employees provides benefits ranging from $500 to $10,000 per month to help you take care of yourself and your family. ... Contact me to learn more!

At SGL Private Wealth Management & Business Advisory, buying life insurance has never been quicker or easier! You could: Be approved on the spot for amounts up to $2M Avoid medical exams or blood tests Contact me today!

As an advisor, I believe that understanding the products and services you add to your risk management portfolio is extremely important. One of the most common statements I hear is " I'm ok, I have insurance through my bank, so I'm good". There are major differences to these products compared to a proper stand alone policy. One of the major differences is post mortem underwriting. This means that after you have passed away, the mortgage insurance product underwriting is done t...o see if you are actually covered. This is when most claims are denied if you did not answer the questions correctly asked by an unlicensed agent selling you a policy. This can be the difference between your spouse having a paid off home after you have passed, or still having a mortgage to pay without your income. Understand what it is that you are purchasing so you can have the protection you deserve. We are currently taking new clients in Alberta and Ontario, offering a no obligation consultation of the products and services you currently have. Book a zoom meeting online today! See more

Some great commentary on the markets if you are looking for insight and an understanding of what a portfolio manager looks at when they are navigating the waters.