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Ease Your Retirement Worries with Immediate Annuities

By Yisroel Sandel on December 01, 2015

The majority of Canadians work hard to accumulate a retirement fund and many are averse to exposing savings to unnecessary market risk after they retire. In today’s prolonged low interest…

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A Lifetime Gift for Your Grandchildren

By Yisroel Sandel on October 07, 2015

The Cascading Life Insurance Strategy If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an…

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The Corporate Extraction Strategy

By Yisroel Sandel on August 02, 2015

Transferring a Life Insurance Policy to a Corporation ("UPDATE" This Strategy was good until it has been banned by CRA in the 2016 budget) The Corporate Extraction Strategy involves transferring…

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The Insured Annuity.

By Yisroel Sandel on December 01, 2014

At a time when equity markets are experiencing high volatility, many believe that the safe alternative appears to be low return, highly taxed GICs. However; many seniors are now discovering…

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Trusts Simplifies Estate Planning

By Yisroel Sandel on September 02, 2014

A will ensures your heirs get exactly what you want them to, but a trust can simplify the process of transferring these assets to your heirs. The main difference between…

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