by StarkMarsh | Feb 2, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE WHAT IS A TRUSTED CONTACT PERSON? A Trusted Contact Person (TCP) is someone you choose who can help us protect your financial well-being. What is the Role of a Trusted Contact Person? A TCP is a resource that may help protect you in possible...
by StarkMarsh | Jan 3, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE Charitable Gifting While many of us may not have the cash resources for charitable gifting, we may have investment assets that could be used instead of an outright cash gift. The following provides some helpful information if you are...
by StarkMarsh | Oct 31, 2022 | Wealth Management
WEALTH MANAGEMENT RESOURCE FINANCIAL CONFIDENCE – WOMEN & fINANCES As a woman, regardless of age, employment status, or marital status, one of the key objectives of the financial planning process is to help you gain the financial knowledge you need to take...
by StarkMarsh | Sep 29, 2022 | Wealth Management
WEALTH MANAGEMENT RESOURCE Crisis proofing your business The events over the past two and a half years have taught us many lessons in life and business. Whether preparing to expect the unexpected, adapting to rapidly changing laws and regulations, or feeling a direct...
by StarkMarsh | Sep 1, 2022 | Wealth Management
WEALTH MANAGEMENT RESOURCE Long Term Care Insurance Explained Executive Summary Our population is getting older, and the life expectancy in this country continues to grow. Today, 65-year-old Canadians live on average to age 87 (men) and 89 (women). As people age,...
by Don Breckenridge | Jul 22, 2022 | Wealth Management
WEALTH MANAGEMENT RESOURCE RESP Withdrawal So, you’ve saved for your child’s education within a Registered Education Savings Plan (RESP), hoping that they will pursue post-secondary education one day. Congratulations! They are enrolled! For all these years, your...
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