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Category: Life Insurance

Estate Planning for Business Owners

April 1, 2022Blog, Business Owners, Estate Planning, Family, Life Insurancebusiness owners, estate planning, life insuranceAbility Private Wealth

What happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets.

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Why Should I Review My Life Insurance?

October 1, 2021Blog, Life InsuranceAbility Private Wealth

It’s important to review your life insurance regularly to ensure your policy is up-to-date and see if you require any coverage changes. Here are some reasons you may need to update your life insurance:
• You’ve gotten married or divorced or had a baby.
• You’ve changed jobs.
• You’ve taken on some debt.
• You’re supporting additional family members.
• You’ve bought a new home.
• A loved one has a change in their health.

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Saving for Education

September 1, 2021Blog, Debt, Family, Life InsuranceAbility Private Wealth

Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.

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Life Insurance after 60- is it necessary?

August 1, 2021Blog, Insurance, Life InsuranceAbility Private Wealth

You may have had life insurance for as long as you can remember. You knew it was important to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.

But now that you’re over 60, your children are grown, and your mortgage is paid off, you may feel you don’t need life insurance anymore. However, there are some circumstances under which it may still make sense for you to have life insurance:

• You still have substantial debt.
• You have dependent children or grandchildren.
• You want to be able to leave a financial legacy.

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Group Insurance vs Individual Life Insurance

March 2, 2021Blog, Group Benefits, Life InsuranceAbility Private Wealth

While it’s great to have group coverage from your employer or association, in most cases, people don’t understand the that there are important differences when it comes to group life insurance vs. self owned life insurance.

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Self Owned vs. Bank Owned Mortgage Insurance

October 1, 2020Blog, Family, Individuals, Life InsuranceInsurance, MortgageAbility Private Wealth

Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?

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Accessing Corporate Earnings

September 1, 2020Blog, Business Owners, corporate, Life InsuranceAbility Private Wealth

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government’s.

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Insurance Planning for Business Owners

August 4, 2020Blog, Business Owners, Buy Sell, corporate, Disability Insurance, Group Benefits, health benefits, Insurance, Life Insurance, Travel InsuranceAbility Private Wealth

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role.

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Insurance Planning for Young Families

June 2, 2020Blog, Disability Insurance, Family, health benefits, Insurance, Life Insurance, Travel InsuranceAbility Private Wealth

For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance.

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Guide to Covid-19: Government Relief Programs in Canada

May 4, 20202020, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Family, Individuals, Life InsuranceAbility Private Wealth

The intention for our “Guide to Covid-19: Government Relief Programs in Canada” is to help businesses and individuals to cut through the noise and make sure they’re getting all the help they can receive from the federal and provincial programs.

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Recent Posts

  • 2022 Ontario Budget Highlights
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Contact Us

Derrick Lee-Shanok

derrick@abilitypcg.com

margareth@abilitypcg.com

416-875-1836

1-877-940-7377

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



Recent Articles

  • 2022 Ontario Budget Highlights
  • 2022 Federal Budget Highlights
  • 2021 Income Tax Year Tips
  • Estate Planning for Business Owners
  • Easy Exit: Business Succession in a Nutshell

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