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 [...]
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’m just preparing an article on travel insurance for the newsletter of an association to which I belong. After writing most of the content, I’ve referred back to a video on the subject that we created in my early days in social media. I still like it as a basic introduction to, and overview of, [...]
A Private Health Services Plan (PHSP) allows business owners to expense medical and dental costs for themselves and their employees through their company (even self-employed). I am considering adding one program to my product shelf, but I would like to gauge the potential interest. I have added a link to a one question survey that [...]
It was time for a newsletter for my clients and other readers. I won’t apologize for it being short and to the point, but please ask if you would like to learn more. This edition asks you to understand your travel insurance coverage and limitations. Newslettter, April 2010 *** This is the blog of Antony [...]
Some Human Resources professionals deal with employee questions and concerns about their group benefits (insurance, investments, pension), or lack thereof. Whether it be through a seminar, short articles, or other means, what are the questions for which you think they would like to see more answers? By all means, if you are a manager or [...]
The 2010 World Critical Illness Road Show came to the Fairmont Hotel Macdonald in Edmonton yesterday, and I had the opportunity to attend. Until last year, there have been six World Critical Illness Conferences held within Canada. The Road Show is visiting different locations across Canada for 2010. Next year, the Conference will be held [...]
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