Monthly Archive: August 2019

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TFSAs savers on the rise but plans misunderstood: survey

Staff | August 21, 2019 More Canadians are using tax-free savings accounts than registered retirement savings accounts, at 57 per cent compared to 52 per cent, according to a new survey by the Royal Bank of Canada....

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Feds update appeals process for EI, CPP and OAS

Staff | August 21, 2019 The federal government is reforming the tribunal that handles appeals related to employment insurance, Canadian Pension Plan and old-age security payments. Currently, Canadians who disagree with decisions by Employment and Social...

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Life insurance can ‘build wealth for generations to come’

Life insurance remains the best, most tax efficient way to build wealth for clients’ next generation, according to an industry insider. While pressing home its basic concept – life insurance 101, if you will...

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Insurance platform launches Advisor Experience

Breathe Life, a provider of digital solutions for the insurance industry, has introduced the Advisor Experience portion of its end-to-end platform to modernize the way personal insurance is bought and sold. The platform provides...

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How do annuities differ in liquidity?

While annuities are considered long-term, illiquid investments, it is important to recognize how different types of annuities can differ in terms of liquidity. In a piece published by ThinkAdvisor, Scott Stolz, senior vice president...