by CustomPlan Financial Advisors Inc. | Aug 8, 2023 | News
Advisors should “show a less rosy picture” than the DSIR Participating life insurance has investment features and other benefits, but advisors are warning clients that dividends, as well as dividend scale interest rates (DSIRs) published by insurers, are not...
by CustomPlan Financial Advisors Inc. | Aug 12, 2022 | Blog
Clients frequently place estate planning on the back burner for many reasons. Sometimes, it’s because they don’t want to face their own mortality; some simply don’t consider it to be a priority. No matter the reason, it’s important to advise your clients to have a...
by CustomPlan Financial Advisors Inc. | Aug 10, 2022 | Blog
In this internet age, before clients do business with you, they go online to find who you are, what your business is and why you might care about doing your best for them. When researching online, your “About us” webpage is often one of the first places people visit....
by CustomPlan Financial Advisors Inc. | May 9, 2022 | News
This article appears in the May 2022 issue of Advisor’s Edge magazine. When a TFSA account holder dies, the tax implications can vary based on the beneficiary named, the amount of income earned after death, how long it takes to distribute the amounts and even the type...
by CustomPlan Financial Advisors Inc. | May 9, 2022 | News
Last year’s United Nations Climate Change Conference in Glasgow marked a turning point in terms of corporate commitments to cutting greenhouse gas emissions. Corporate net-zero pledges to eliminate or offset emissions by 2050 have since flowed in, including from...
