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Cancer Guard 23 Jul 2013 | 10:42 pm
Have you had a difficult time qualifying for Critical Illness insurance, or feel you can’t work the premium into your budget? If so, there is an alternative you should consider. IA Excellence recentl...
Is Your Insurance Planning Affected by the Recent Budget? 25 May 2013 | 03:26 am
On March 21st, Finance Minister Jim Flaherty tabled his 2013 Federal Budget. Some of the provisions of that document has or will have an impact on some life insurance products and/or strategies. How...
We Are Pleased to Announce a New Addition to Our Team 25 Apr 2013 | 10:08 pm
ZLC Private Investment Management Inc. is pleased to welcome Jon McKinney, B.Comm., C.A., CIM as President and Portfolio Manager. Jon will be the Chief Portfolio Manager and hold overall responsibilit...
Four Things You Need to Know About Inexpensive Term Insurance 25 Apr 2013 | 09:50 pm
The most basic form of insurance and the simplest to understand is Renewable and Convertible Term Insurance. Coverage is provided for a specified term, the policy renews automatically at the end each ...
ZLC Announcement 26 Mar 2013 | 02:22 am
To our valued ZLC Financial Group clients and friends: I am pleased to inform you that DZ Financial Services Ltd., a Vancouver-based private equity firm, has acquired a minority ownership stake in ZL...
Make the Most of Your Registered Retirement Savings Plan 13 Feb 2013 | 03:24 am
The 2012 Registered Retirement Savings Plan (RRSP) contribution deadline is Friday, March 1, 2013. It may seem like a long way off, but time goes quickly. Here are some facts about RRSPs to help you ...
Got an RSP and Turning 71? 21 Dec 2012 | 12:29 am
Do you know someone with a Registered Savings Plan (RSP) and turning 71 – maybe your parents, siblings or perhaps yourself? If you do, you should be aware of some decisions that have to be made to the...
The Estate Bond – Have Your Cake and Eat it too! 23 Nov 2012 | 11:55 pm
Often we see older investors shift gears near retirement and beyond. Many become risk averse and move their assets into fixed income type investments. Unfortunately this often results in the assets ...
DIVERSIFYING YOUR PORTFOLIO – A NEW INVESTMENT CLASS 17 Oct 2012 | 02:30 am
Recent developments in investment markets and the resulting poor performance have brought about a new appeal to an old workhorse. For investors looking for a diversification in their investment portf...
Reviewing Your Estate Plan 24 Sep 2012 | 10:10 pm
Whether your estate is large or modest, it is always a good idea to review your estate plan regularly to ensure that it continues to meet your objectives and keep up with any changes in your financial...
