News & Publications
01
Real Estate Updates
Why you still need a mortgage broker
Canadian Real Estate Wealth News Letter, 04.06.2013
WhichMortgage.ca -- a leading rate comparison site and mortgage hub -- is outlining six reasons why savvy investors continue to rely on mortgage brokers despite increasingly aggressive banks. You may be surprised.
02
Mortgage News Updates
The next step could be a doozie: Borrowing pitfalls you must avoid
Canadian Real Estate Wealth News Letter, 04.06.2013
As Centum mortgage broker and CREW columnist Dalia Barsoum points out, investors can't afford a single misstep in today's increasingly complex lending environment.
03
Insurance Updates
5 Ways to Stretch the Dollars in Your Health Spending Account
my Olympia, the Blog, 03 Jun
When our clients move from an insured program to a Health Spending Account (HSA), they are excited about the new found flexibility they have when it comes to eligible expenses. As they are no longer restricted by definition only by dollar amount, they are looking for ways to make their HSA dollars go as far as possible. Below are some simple changes you can make to your claims activity to stretch your dollars.
Top 7 Reasons a Claim is Rejected
my Olympia, the Blog, 05 Sept
This post will review the 7 most common reasons a health and dental claim is rejected. The reason will be explained and a recommendation is provided to prevent and/or resolve the issue.
04
Top 5 Tips for Making a Claim
my Olympia, the Blog, 16 Jan
To facilitate your claim (Under Olympia Health and Dental Plan*) we have prepared a Top 5 list for ensuring a seamless claim experience.
Investment Updates
Presentation By------Jamie Golombek October 2013
Vancouver BC
Jamie Golombek is Managing Director, Tax and Estate Planning at CIBC Private Wealth Management, where he works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions. He joined the firm in 2008 after 12 years with an international investment company. Jamie previously worked for Deloitte and Touche as a tax specialist in the Toronto office, specializing in both personal and corporate tax planning.
This edition of Solut!ons help to get you thinking about different aspects of your plan. feature articles on : Gain access to the world's largest market ,Finding your balance,real retirment questions answered by real retirees.
And much more!
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Plan today to be prepared tomorrow – Solut!ons fall 2013
This edition of Solut!ons focuses on the countdown to retirement – the critical years leading up to the fulfillment of your savings goals. Read the magazine to learn strategies that can help you:
• Build your savings by reducing your debt
• Determine if your investment portfolio is retirement-ready
• Create a comprehensive estate plan
• Decide whether to implement group benefits for employees
And much more!
Read More....
Solut!ons
The spring/summer edition of Solut!ons focuses on building a foundation for financial success and features articles on: how to set and achieve financial goals; preparing financially for a growing family; the features and benefits of an RESP and how contributing early can offset the rising costs of education.
Whether you are new to the world of investing or are looking for ways to strengthen your current financial plan, Solut!ons can inspire you with stories and ideas to help you reach your goals.
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Solut!ons
The winter 2012/2013 edition features: Take charge of your debt, Forget about the headlines and focus on the fundamentals and Proven strategies to improve your finances.
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Solut!ons
Solut!ons - Fall 2012 edition
The fall 2012 edition features: Life after work; Keeping up with the times; Fight the clawbacks
Read More....
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