by 3 Planning Group | Business Owners, David LeNeveu, Life Insurance, Tax Planning
It has been almost impossible to ignore the headlines and articles discussing the current Canadian government’s proposed tax reforms. These changes have far-reaching and unintended consequences for the very core of the Canadian economy; small business owners, which is...
by 3 Planning Group | Business Owners, Critical Illness Insurance, David LeNeveu, Insurance Planning, Living Benefits
Critical Illness – A Disappearing Opportunity? A sobering fact that many Canadians are all too familiar with: Nearly 1 in 2 Canadians will be diagnosed with cancer in their lifetime. This very frightening statistic is also something that the majority of Canadians are...
by 3 Planning Group | Asset Allocation, David LeNeveu, Investment Planning, Retirement Planning
The problem with mutual funds if you’re not using portfolio management services, is that your portfolio of investments in your RRSPs, TFSAs, and other accounts likely hold a number of mutual funds that have been picked by yourself, suggested by a friend, or...
