3
Feb

Top 14 Estate Planning Pitfalls to Avoid

Today, we’re going to talk about the top 14 estate planning pitfalls that you want to make sure don’t happen to your family or the people you care about. Let’s talk about estate planning. In my book, each chapter is represented by a tool. And the tool that best represents estate planning is the hammer because both will deliver impact.

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20
Jan

What You Need To Know About Asset Allocation Risk

Are your investments and even the markets standing in the way of a comfortable retirement for you? This is what today’s video would be about. There are a lot of people who tend to put their energy and focus into time in the market, as inconsistent as it may be. Here’s a little about Jessie’s story and how he helped

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10
Jan

7 Benefits of Having Your Insurance inside Your Corporation

In this episode, Jessie will be sharing valuable information regarding the 7 great benefits of keeping your insurance inside your corporation. So this video is targeted towards business owners or those who are planning on setting up their own business soon. For those who have businesses or a corporation in Ontario, the active business income is going to be taxed

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11
Nov

Estate Planning

Today we’re going to talk about Estate Planning. What are the top three things a properly crafted estate planning can do for you? What are the top 10 estate planning questions you’ll need to know if you’d die tonight? But first let’s talk about estate planning. In Jessie’s book The Financial Toolbox, he covers a variety of financial planning topics. Each represented

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6
Nov

Top 10 Things You Don’t Know About Critical Illness Insurance

In this video, Jessie will be explaining more about the Critical Illness Insurance and what are 10 things that you do not know which you really should be aware of. He will be sharing with you very important and helpful information about this type of insurance.  Here are the things you need to keep in mind when you watch this

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