Perhaps because of some of the positives summarized in the final paragraph of Brian Etherington’s February 16th, 2021 post entitled “ Out of the Darkness” we are seeing a significantly increased interest amongst our clients and new referrals in ensuring that the risk management strategies of their … [Read more...]
20 Years of Reflection by Paul Etherington
In many ways much has changed; in others not so much. From the servicing desk, to marketing, to new business development , to continuing professional education, to partner, my responsibilities have happily ramped up; but the constant has been the relevance of our services to our … [Read more...]
Pandemic Accelerates Estate & Wealth Management Planning
The global health crisis has understandably triggered in all of us a current awareness of our own mortality and morbidity exposure; which when combined with an upward interest and capability in digital transactions and the sudden availability of the time to ponder/review such personal planning … [Read more...]
Pandemic Accelerates Estate & Wealth Management Planning
The global health crisis has understandably triggered in all of us a current awareness of our own mortality and morbidity exposure which, when combined with an upward interest and capability in digital transactions and the sudden availability of the time to ponder/review such personal … [Read more...]
Just in Case Planning
My post of May 13th (Things To Keep In Mind) confirmed that many of our clients are currently reviewing the risk protection aspect of their estate plans in light of hopefully temporary pandemic related diminishment of business valuations, investment portfolios and employee benefit coverages. It was … [Read more...]
Things to Keep in Mind
Worried, stunned and fearful as we all are by the way our world has suddenly and dramatically changed , the first thing we have to all remember, including this writer, is that treatments will emerge, a vaccine will be discovered and life will resume. Saddened by the incredible manner in which this … [Read more...]
Further 75% Wage Subsidy details & Interaction with CERB
The Canada Emergency Wage Subsidy … [Read more...]
Tuesday Talks with Paul Etherington: 72 Years and Counting
When my Grandfather returned at the conclusion of the Second World War from serving six years overseas with the Royal Canadian Artillery he contemplated a career in the financial sector and had narrowed his choice to the brokerage, banking or insurance industries. He was shocked to learn of the … [Read more...]
Tuesday Talks with Paul Etherington: Seven Essentials for Buying Life Insurance
While life insurance never seems to be on the top of your to do list, it is an important component of your financial plan and a source of liquidity that success itself will necessitate. If you are planning to purchase life insurance in the near future – and if you are purchasing a home, having a … [Read more...]
Major Principles of Insurance #2
As we deal with entrepreneurs who collateralize assets as they grow their businesses and create estate exposures in the event of premature death, disability or sickness, it is reassuring to know that the proceeds of life insurance are creditor proof. Our client Richard is a wonderful young man. … [Read more...]