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VACATION PROPERTY SUCCESSION PLANNING: PART 1
Cold weather has arrived. But the off-season is a good time to think about what will happen to a vacation property in the long-term, and how to best pay tax on it.  Without proper planning, vacation homes can quickly go from enjoyable escape to a source of financia...
VACATION PROPERTY SUCCESSION PLANNING: PART 2
In Part 1, we focused on minimizing capital gains tax when vacation property succession planning. Another key piece of the planning puzzle is probate fees. WEIGHING THE OPTIONS If your client’s vacation property forms part of her estate on dea...
FINANCIAL PYRAMID OF NEEDS
Where are you on the financial pyramid and what steps can you take to achieve your goals? This pyramid can help you take the steps to reach your financial goals. By starting with the foundation of a solid financial plan, you will have a clear path to lead you i...
GIC, Mutual Fund & Segregated Fund Comparison
Feature Comparison Traditional non-redeemable GICs1 Mutual Funds Segregated Funds2 ...
Articles
BETTER BENEFITS FOR YOUR BUSINESS
Attracting and retaining the right talent is necessary in a competitive business environment. Having worked with start-ups, growing and businesse...
PERSONAL HEALTH & DENTAL PLANS
Are you one of many Canadians looking to supplement your Provincial Health Plan? Thousands of Canadians are seeing the need to supplement their Provi...
WHY SHOULD YOU WORK PAST AGE 65?
A recent Statistics Canada’s Labour Force Survey finds workers with post-secondary educations are putting off retirement. While layoffs push dow...
FINANCIAL PERKS OF MARRIAGE
Getting hitched? Give at least as much thought to your registered investments as you do your gift registry. You’ll likely find that tying the kn...
COUPLE'S STORY OFFERS LESSON IN LIFE INSURANCE
Banks like to offer life insurance on mortgages. And coverage is often available without a medical examination. Although obtaining an insurance withou...
CREDIT SCORE: WHAT IT MEANS & HOW TO IMPROVE IT.
Are you considering making a major purchase, like buying a home, this year? If so, your credit score will likely come into play. An understanding of t...
SEVERAL INSURERS DECIDE TO TREAT MARIJUANA USERS AS NON-SMOKERS
Five life insurers have recently announced that they will underwrite marijuana users as non-smokers. Sun Life says it will treat all of thos...
MOST EMPLOYESS WANT TO CHOOSE THEIR OWN BENEFITS
A recent survey has found that 73% of employees in the United States want customizeable workplace benefits. Given the freedom to chose, workers may ne...
MOST CANADIANS FEEL EMPLOYEES HAVE A RIGHT TO WORKPLACE HEALTH BENEFITS
According to the results of the most recent Sun Life Canadian Health Index, more than three-quarters of Canadians believe that all employees have...
CRITICAL ILLNESS: INTERESTING FACTS
Who’s buying CI? Average age is 37 About equal sales between men and women 92% of sales a...
GOOD SAVINGS START WITH THIS BUDGET CALCULATOR
It’s difficult to set realistic savings goals without knowing how your money is already committed. Be it rent or mortgage payments, groceries, o...
ESSENTIAL TAX NUMBERS: UPDATED FOR 2018
WORKING CLIENTS Maximum RRSP contribution: The maximum contribution for 2017 is $26,010; for 2018, $26,230. TFSA limit: The annual...
BENEFITS OF ANNUAL MULTI-TRIP TRAVEL PLANS
Do you travel two or more times per year? Do you like to save money? If you answered ‘yes’ to both questions above, an annual multi-...
KNOW WHAT YOUR TRAVEL INSURANCE COVERS
“I’ve stopped drinking coffee,” my dad told me in an email from his Florida condo a couple of years ago. “I think it’s m...
WHY CLIENTS BUY LIFE INSURANCE
7 DISABILITY INSURANCE MYTHS TO STOP BELIEVING
Disability Insurance can be a life saver. Here's how it works. (Getty Images) Disability insurance can be a tricky topic. And if you&rsq...
A NEW REASON TO PAY MORE THAN THE MINIMUM ON CREDIT BALANCES
Many Canadians say they don’t have the funds to make RRSP or TFSA contributions. However, most Canadians have the funds for something else imp...
2018 - Canada Pension & Old Age Security Benefit Amounts
Effective Jan. 1, 2018, CPP - Canada Pension Plan payments increase by 1.5 per cent for those already receiving benefits.  For 2018, the maximum ...
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Ken MacCoy

Certified Health Insurance Specialist

RitePartner Financial Services

Phone: 604 702-0063

Fax: 604-703-0063

Cell: 604 819-0033

Email: ken@ritepartner.com

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