When was the last time your insurance advisor sat you down to review your insurance portfolio? Not doing so could be costing you money you could be putting towards eliminating your debt or growing your retirement nest egg. Here are the top 5 issues we see when reviewing a new client’s existing insurance portfolio: 1)
When reviewing a client’s current insurance portfolio, what is the most common mistake made? from PlayCheques Financial on Vimeo.
Dr. Lorne Kamelchuk is an Orthodontist and proud owner of his own practice here in Calgary. In this new edition of Our People at Play, he references financial wellbeing as true ‘openness’ to what comes, discussing the importance of a plan that gives you the freedom to adapt to evolving goals, opportunities and timelines. Follow
Remuneration Strategies for Incorporated Professionals and Business Owners: Salary vs. Dividend with Riaz Mohammed from Your Financial Experts on Vimeo.
