Financial Advisor, Estate Planning, Insurance, Mortgage Broker and Loan Referral Services.
Although no one would dispute its importance, the creation and maintenance of a legal, signed Will is frequently overlooked.
Our Guide to Wills and Executors provides a comprehensive overview of many of the issues commonly encountered in making a Will and serving, or selecting an estate executor. After reading it you may feel better able to [...]
Then you have some questions to answer. Like, “How do I start?” and “Where do I start?” Going it alone and learning from trial and error can be a costly process. For many new to the world of investing the first step is to find a financial advisor.
An advisor can provide valuable information as you [...]
For the vast majority of working Canadians there is simply no better financial opportunity than that which is available through early and regular contributions to an RRSP. It’s an unbeatable combination of tax-deductability and tax sheltered growth that two generations have made the centre-piece of their investment portfolios. Anything of such an obvious benefit deserves [...]
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Planning for your retirement? Or maybe you’re already in it. Either way you probably have special and even urgent financial planning concerns. If you’re like many Canadians of the baby-boom cohort, you may be thinking about:
Taxes
Income Investing
RRSP/LIRA Rollovers
Life Insurance
Estate Planning
Business Succession
These may be the last significant financial decisions of your life - make sure they’re [...]
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Seg Funds work like Mutual Funds - when you purchase a Seg Fund you buy units in a pool or portfolio of securities, the value of which is affected by the fluctuations of the underlying markets.
But Seg Funds offer unique benefits not found in conventional market-based investments:
Death Benefit Guarantee - At death, the greater of [...]
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Thinking of selling your home?
Or maybe you’re just curious about the value of your home in today’s market. Our home market evaluation service is free and without obligation. Simply fill out the form and leave the rest to us.
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Why choose a real estate agent from ProfessionalReferrals.ca?
Independent. Our site is not affiliated with any agency [...]
The first step towards buying or selling a home is to find a Realtor - a licenced and qualified member of a local Real Estate Board - someone who knows the neighborhood you’re interested in and is familiar with the current market.
A Realtor is your business partner, guide and advisor throughout the entirety of your [...]
Posssibly your last major financial decision. Make sure you get it right!
Your RRIF/LRIF planning will determine your retirement nestegg. You’ll need income to support yourself - and your spouse - and growth to ensure you don’t outlive your funds. Important decisions have to be made regarding investment mix choices, minimum amounts and commencement of withdrawals.
ProfessionalReferrals.ca [...]
Why Use A Mortgage Broker?
Mortgage brokers deal with all major financial lenders, making them compete for your business. Mortgage brokers are experts on the financing options available today, and who can negotiate on your behalf, getting you the best rates, at the best terms. And keep in mind - often the lowest rate is not [...]
Protect yourself from the effects of incapacitating disease or illness - and your estate from future financial burden. Long Term Care Insurance provides tax-free benefits when there is a need for long term care. The benefit can be used to cover the costs of care in nursing homes, assisted living facilities and/or home health care.
As [...]
My husband died at the age of 59 may 24 2003
I was 57...I am 64 now
My income is 30,000
Have I ...
I was wondering my step aunty is POA for my dad and he has passed away is the POA responsible ...
After reading this, I was not too impressed with the way my mortgage renewal went! It so happens that ...
Having executed a will in accordance with all requirements what are the provisions for 'winding up ' the operation? Is ...
Correction to my posting I was under 35 years old (31 to be precise)
My husband passed away 28 years ago, I was under 25 at the time and was told I was not ...
Will I receive my old age pension if I move out of the country.
I also get CPP. 
I just sat reading most of the comments on CPP and OAP pensions. I find most of these very ...
Hi
I am getting 65 years and entitled for CPP and Old Age Security but my wife is only 59 years ...
My wife has never worked outside of the home. When she reaches 65 will she be entitled to OAS ...
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