We believe that all wealth management starts with a dream. Our role is to help you develop a financial plan that will allow you to live your dream.
Whether your dreams are short-term or long-term, grand or modest, no matter what stage of life you are at, we want to help you live your dream. Dreams are very personal.
Your dream may be to finance your children’s education, to purchase a summer home or to enjoy a retirement free from financial worry. Whatever your dream, we are here to help.
Making decisions with respect to insurance can be complicated and often depend on your specific circumstances. The best insurance lesson is that you want to insure against catastrophic losses, regardless of the probability. For example, it might be highly unlikely that you will die in the next year, but if you have a spouse and children who depend on your income, the financial impact of your death would be profound. If this situation applies to you, it would appear you have a clear need for life insurance.
Getting life insurance is an important decision, and finding the right plan can be difficult. There are dozens of insurance companies to research, all of which offer a range of products to choose from. It can also be challenging to know how much coverage to get to ensure adequate protection.
Advantage Group of Finance Inc. offers one place to compare quotes from over 20 leading Canadian insurers, including: IDUSTRIAL ALLIANCE, BMO, RBC and many more. In addition, our experienced financial advisors will evaluate your needs to help you make sense of the wide range of products we are able offer.
We are an independent company licensed with many different providers; therefore, we are not obligated to sell you products from one particular insurer. Our strength is in the ability to offer you a wide range of choices, as well as expert advice. Our advisors will work for you, and not the insurance company, to ensure your loved ones are financially secure.
“In any moment of decision, the best thing you can do is the right thing. The worst thing you can do is nothing."
'Smith Manoeuvre' holds up in CRA challenge
Jonathan Chevreau, Financial Post
Published: Saturday, January 17, 2009
Last week the Supreme Court clarified that interest on investment loans is tax deductible, but that doesn't apply to certain complex schemes designed to make mortgages tax deductible.
My first impression when I heard this was that the so-called Smith Manoeuvre - described in a book of the same name - might be in jeopardy. It is the one popular scheme to make Canadian mortgages...