Insurance - My Own Advisor

Top Year End Financial Planning and Tax Tips

Posted on December 11, 2023 by Mark | 45 Comments

Top Year End Financial Planning and Tax Tips The decorations are up. The holiday marketing campaigns are in full swing. People are becoming more edgy by the day… via GIPHY Ha. Yup, the holidays are coming – so why not…

Healthcare Insurance Benefits for Retirees in Canada

Posted on May 17, 2021 by Mark | 54 Comments

Healthcare Insurance Benefits for Retirees in Canada Great healthcare coverage is a gift worth paying for. This makes healthcare insurance benefits for retirees in Canada critical as part of your financial plan. While in the workforce, workplace healthcare coverage is…

What is a Financial Plan and what should it cover?

Posted on December 9, 2020 by Mark | 20 Comments

What is a Financial Plan and what should it cover? A Financial Plan: your documented plan to meet short-term needs, with confidence you can achieve your long-term objectives, while managing risk. That’s a bit to unpack but that’s my quick…

10 ways to get retirement ready

Posted on August 27, 2019 by Mark | 44 Comments

10 ways to get retirement ready You’ve worked your entire life. You put some money away; invested, watched that money now and then over time. Yet instead of living it up for everything you’ve worked so hard for you’re counting…

What’s part of your workplace insurance benefits?

Posted on December 11, 2016 by Mark | 7 Comments

What’s part of your workplace insurance benefits? Because you never know when the day before is … the day before. Live for today, plan for tomorrow. That includes knowing your workplace insurance benefits so you can use them if you…

3 Big Fat Myths about Critical Illness Insurance

Posted on March 9, 2014 by Mark | 41 Comments

3 Big Fat Myths about Critical Illness Insurance All information current at the time of this post. This post was authored by Glenn Cooke. Glenn Cooke can be found here: https://thetermguy.ca/ The current darling of the insurance world is critical…

Why mortgage insurance doesn’t work for everyone

Posted on September 8, 2013 by Mark | 19 Comments

Why mortgage insurance doesn’t work for everyone You just bought your house – congratulations! You can’t wait to move in and make your house a home. With all the excitement that comes with a new house, I’m afraid there’s a…

Insurance needs follow a lifecycle

Posted on April 7, 2013 by Mark | 14 Comments

Insurance needs follow a lifecycle Change, we all experience it, every day. Change occurs in unlimited quantities, at home, at work and at play. As investors, we often fight change. We strive to make our investment portfolios rock-solid and secure,…

Whole Life Insurance Part II: The Spending Game

Posted on November 20, 2012 by Mark | 8 Comments

This post is by Brian Poncelet, an insurance specialist and independent certified financial planner (CFP) who has been working in the financial services industry for almost 20 years. Life insurance isn’t just for young families – it can be beneficial…

How I Save Money on Auto Insurance

Posted on September 16, 2012 by Mark | 12 Comments

How I Save Money on Auto Insurance Similar to the work I do every year when I make my annual phone call to the customer retention department at my favourite telecommunications company, I also review my auto insurance policy every…

How low interest rates affect your life insurance policy

Posted on March 11, 2012 by Mark | 6 Comments

How low interest rates affect your life insurance policy The following is a post by insurance specialist Glenn Cooke. Glenn Cooke can be found here: https://thetermguy.ca/ All information current to the time of this post. We’ve been in a sustained…