Gaire has been in the financial services industry since 1972 and was joined by his daughter, Tannis, in 2003. Tannis & Gaire work in tandem to create an environment which supports holistic retirement, investment and estate planning. An extensive referral network is available to clients in need of legal, lending or accounting services. We take pride in our personalized service and ability to be an integral part of our client’s investment, retirement, tax and estate planning needs.
The recent developments in investment markets and the volatile performance that has resulted have brought about a new appeal to an old workhorse. For investors looking for a diversification in their investment portfolio and a more tax-efficient fixed income investment alternative, a compelling argument can be made for the use of Whole Life Insurance.
In the planning of their estates, most parents might prefer to leave their assets in equal shares to their children. Often, the only complication in this scenario could be how to divide up the family home.
For owners of a family business, however, the concept of treating the children equally can often be much more problematic. This can especially be the case where one or more children are active in the business while others are not.
Given the problems encountered by some large financial institutions in the United States, how concerned should we be about the state of the life insurance industry in Canada?
