Brian Poncelet, CFP

 

Many people have regrets about retirement.  Here is some which comes to mind.

 

Not saving enough.

Not seeing a fiancial planner sooner.

Not buying life insurance (more and the right type)

Not considering the type of taxes to be paid.  Capital gains, interest or dividend tax.

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August 7, 2016

How to retire without regrets in Canada

  Many people have regrets about retirement.  Here is some which comes to mind.   Not saving enough. Not seeing a fiancial planner sooner. Not buying […]
May 8, 2016

Bank on yourself in Canada

Does this work in Canada?  What type of insurance policies should be considered. Call me now for more information.    
May 8, 2016

RBC life insurance (credit card rip-off)

RBC and other banks are making a killing selling credit card life insurance. Here is how it works. Say you want to have your credit card […]
March 28, 2016

How www.squawkfox.com “advice” maybe misleading..” How to buy life insurance without getting screwed”.

Here’s how I bought life insurance without getting screwed: 1. Get Term Life Insurance Here is some of the gems. “The better term life policies have […]
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