Understanding Life Insurance

Geoff Cook - CFP, CHAIP

22 August, 2012

In simple terms - Life Insurance is money...It is money that you can purchase at a discount, is guaranteed, and received tax free... That’s it! - 100% guaranteed - 100% Tax free - Bought at a discou...

How to Save Money on Life Insurance

Geoff Cook - CFP, CHAIP

24 June, 2014

Lets face it, no one likes buying or paying for insurance. In fact I often hear people say they feel insurance poor. From time to time I will meet people who want or already have life insurance and th...

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Dont Forget These Two Simple Steps When Estate Planning

Published on - May 11th, 2015

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

How to Save the Family Cottage

Published on - November 20th, 2014

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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