by Legacy Wealth | Nov 30, 2015 | Financial Planning
In this 3rd post on the Insurance Planning topic, we will focus on the second of the ‘Living Benefits’ – Disability Insurance protection. Continuing from the last post on Critical Illness, this post will illustrate the importance of protecting your ability to...
by Legacy Wealth | Nov 1, 2015 | Financial Planning, Insurance, Protection
In a properly designed financial plan, one of the most important areas of discussion is that of “Protection”, by way of Insurance. However, for one reason or another (usually because people don’t like to talk about it or feel they don’t need it), that area of the...
by Legacy Wealth | Sep 4, 2015 | Financial Planning, investments, Retirement Planning
In this series of ‘Investment Basics’, we will go over some of the vehicles Canadians can use to accumulate wealth. Essentially, in Canada, we (generally) have 5 investment vehicles the general public can use to accumulate our assets/wealth: RRSPs, TFSAs (Tax-Free...
by Legacy Wealth | Aug 28, 2015 | investments
We’ve all heard people talk about wealth and how to accumulate it, but it can sometimes seem pretty complicated. Here is a simple formula that I show all my clients which is just the bare basics. The “Wealth Formula”, or the formula to creating...
by Legacy Wealth | Apr 6, 2015 | Blog, Uncategorized
High Net Worth individuals represent a strong and growing demographic in Canada. However, there’s no question that the Mid Income Market is by far the largest and fastest growing sector in the Canadian Market. In fact, Canada has among the richest Middle Class in the...
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