Sunday, February 20, 2011
We can basically say we are in tax season here in Canada. With the deadline for RRSP contribution on March 1, we are certainly considering whether a contribution is the best decision, and we are starting to consider the income and expenses that may or may not be claimed on income tax returns. This post [...]
Saturday, January 29, 2011
If you follow my other blog, accessible from the home page of this site, you will know where I am at with the studies for which I have been preparing over the past year and a bit. I have now applied to, been accepted, and commenced, as an advanced graduate research student toward the PhD [...]
Friday, December 31, 2010
It will come as no surprise to many readers that lifelong learning is important to me. All of my higher education has occurred since entering the workforce. Specifically relating to financial services and insurance, you may have noted my completion of the Registered Health Underwriter (RHU) and Chartered Life Underwriter (CLU) designations. I like to [...]
Monday, September 20, 2010
Today, it is official! I can now use the designation CLU as a Chartered Life Underwriter. My final exam was written on September 7, and I’ve had the results since September 9, but I had to await approval to actually use the designation following submission of an application. What is a CLU? Referencing the CLU [...]
This post will be of interest to business owners, whether a sole proprietor, partnership, or corporation, with or without employees. A Private Health Services Plan (PHSP) allows you to deduct medical expenses, for you, your family, and employees, subject to the limits and rules of the Canada Revenue Agency (CRA). This may complement personal or [...]
There are two areas where pre-existing conditions and stability periods can affect you with your travel insurance policy. Policies do differ, and I find that one may be better than other for a given set of circumstances. This is an important part of your contract to understand, as it can make the difference between whether [...]
I had the pleasure of submiting an article on Travel Insurance to the Alberta St. George of England Society newsletter for May 2010. It has now been sent to members, and I am sharing it here. (It is not on the website as of their moment.) This is a little on the long side compared [...]
I called a company with a question about the product I purchased. Left message on voice mail. A short time later, a woman calls back and identifies herself. I said, “it is your signature on the box!” She replies, “that’s why I wanted to call back right away.” Thanks, Julie, that service solidified me as [...]
Tony’s Distance and E-learning Blog