Blog

delsan

Blog

Succession planning tips for small-business owners

By Yisroel Sandel on January 02, 2017

Thinking about handing over the reins to your business? These considerations will help you create an effective and tax-efficient succession plan. There are many benefits to being your own boss,…

Read more

Five important considerations when writing a will

By Yisroel Sandel on September 01, 2016

They’re called the “accumulation years,” the 20, 30 or 40 years we work and earn money. During this time we buy a home, own a small business, volunteer, donate to…

Read more

Ten things you need to do when your spouse dies

By Yisroel Sandel on July 01, 2016

When you’re newly widowed, you need to think clearly and make good decisions in the midst of your grief. This checklist can help you get through it. Whether it’s a…

Read more

Which investments can reduce your tax bill?

By Yisroel Sandel on April 01, 2016

Taxes may be inescapable, but your choice of investments can have a huge impact on how much tax you pay. It all depends on your personal situation and how you…

Read more

Canada Pension Plan – Should You Take it Early?

By Yisroel Sandel on March 01, 2016

The new rules governing CPP were introduced in 2012 and they take full effect in 2016. The earliest you can take your CPP Pension is age 60, the latest is…

Read more

Get a free consultation with a financial advisor
click here for a free instant life quote

Contact us to learn more about financial services & products

    wealth_creation
    click to watch & listen

    SIGN UP TO RECEIVE OUR FINANCIAL TIPS QUARTERLY NEWSLETTER

      Contact us for a FREE life insurance quote

      As an insurance broker we are able to provide you with life insurance quotes from

      most insurance companies in Canada to ensure you receive the best rates.