Terry Patrick PitzDec 2, 20181 minGoogle Review for Delta Creek Financial AdvisorsWe’re getting up to date with our social media tasks for 2019 and approaching our clients and business partners to ask if they are happy...
Kevin Wark for Forum MagazineApr 27, 20181 minIs Joint Tenancy a Good Idea For Your Estate Plan?It is increasingly common for an elderly parent to transfer property, such as bank and investment accounts or a personal residence, into...
Canada Life AssuranceMar 12, 20181 minDemystifying Participating Life InsuranceWhen considering participating life insurance, illustrations help explain how a policy’s values could grow. It’s easy to focus on...
Terry Patrick PitzOct 11, 20171 minWhen Should Young People Buy Life Insurance?Janice Lee is remarkably well-insured for a 22-year-old with no dependents. A medical student at McMaster University in Hamilton, Ont.,...
Terry Patrick PitzSep 30, 20171 minBack To The Future For Retirement PlanningOver the course of 2017 the Canadian Government has been in consultation with the general public on changes to tax law regarding Canadian...
Pierre Ghorbanian, MBA, CFPMay 4, 20171 minLeveraging Your Life Insurance PoliciesLeveraging life insurance has a lot of appeal to affluent clients. After all, leveraging a policy allows the policy owner to benefit from...