23
Nov
As Seen On…….Doctors, Dentists, Great with Patients, Bad with Finances
Read the Featured article here.....
26
Sep
Is There A Conflict Of Interest In The Recommended Risk Management Products?
The other area in which a conflict of interest could arise is in researching and providing the client with risk management products. You need to make sure that the financial planner you are working with is an “independent” financial planner and not an employee who represents one company. In my previous role with that large…
18
Sep
Investment Management
Who Is Managing Your Money? Are They Looking Out For Your Best Interest? At a recent dinner seminar I held in Toronto, I presented a slide that highlighted the difference between an “Investment Counsellor Portfolio Manager (ICPM) and investment advisors/ brokers/ financial advisors,” and the positive feedback that I received was overwhelming. The medical professionals…
11
Sep
Risk Management – Part 2
In connection to the previous entry about Risk Management, here are other insurance plans you can consider. Long Term Care (LTC) Insurance Long Term Care (LTC) insurance is a form of insurance that pays you a monthly benefit if you are no longer capable of performing two of the six daily activities of living. Whereas…
05
Sep
Risk Management
What Is Your Most Significant Asset That Needs To Be Protected? Most doctors I speak to believe that their most significant assets that require protection are their homes followed by their automobiles. Although these are two important assets that need to be protected, there is an even bigger asset that needs protection: Your ability to…
How to find the right Financial Planner
John Moakler is a top producing Financial Planner, well known across Ontario for his advanced tax strategies, and for his advanced wealth building strategies. A graduate of the University of Waterloo in Mathematics, John provides comprehensive financial planning advice to individuals and corporations.
28
Aug
Interviewing Your Future Financial Planner
Is Your Financial Planner Knowledgeable? When I am in need of a doctor who is a specialist, I want to find a doctor that has a lot of letters after their name. I seek out someone who has gone to school for a number of years, someone who is an expert in their field. Ultimately,…
