Call Us Today! 905.687.4063 | info@smithfinancial.ca

Estate Freeze and Refreeze in an Economic Downturn

2020-ADV-Comment-Newsletter-Sept-Oct-2020-Carey-Lee-copy

CR Smith Financial
October 8, 2020
Financial Planning
Comments Off

Share This Story, Choose Your Platform!

The Valuation of Corporate-owned Life Insurance on the Death of a Shareholder

By Glenn Stephens, LLP, TEP, FEA, The valuation of life insurance policies for the purposes of Canadian tax law is

November 2024 Market Update

Below, you will find our monthly market update and relative information that pertains to the current state of the economy.

Beneficiary Designations at Risk

A recent Ontario court decision could upend estate planning. This article will briefly review the common law principles governing the

Three Areas Where You Can Save Money

I believe that, just like people, our money needs a purpose. Sometimes it’s obvious what that purpose is: saving, covering

MORE INFORMATION

September 2025 Market Update

August 2025 Market Update

July 2025 Market Update

June 2025 Market Update

May 2025 Market Update

CONTACT INFO

386 St. Paul St. Suite 203 St. Catharines, ON L2R 3N2

Phone: 905-687-4063

Fax: 905-687-4177

Email: smith.financial@sunlife.com

LOCATION

DISCLAIMER

I am a Sun Life Financial Advisor. These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial.

Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)

* Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.