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Cottage and Taxation: “A ticking tax time bomb”
As we’re heading into the autumn months and many cottage owners begin to slow down their time spent at the cottage, it’s a perfect time...
Tony Gallippi, B.A.S (Hons.), CFP, CLU
Sep 8, 20216 min read


Wake Me Up When September Ends
I recently learned of the inspiration for Green Day’s song Wake Me Up When September Ends. Green Day lead singer Billie Joe Armstrong...
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Oct 15, 20202 min read


Profile for an IFA
Have you ever run with an idea only to find out you never really understood all the details? Is the Immediate Finance Arrangement (IFA)...
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Oct 8, 20203 min read


Par vs UL and the Crossover Point
Over the last 10 years of my career, I’ve been pegged as a PAR guy. As a result, most would assume that PAR would be my go-to solution...
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Oct 1, 20203 min read


4 Places Money Can Go
When meeting with our advisors and their clients, the word ‘cash flow’ has come up quite a few times since the beginning of the pandemic.
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Sep 3, 20202 min read


Must Be Some Kind of Mistake!
I first met Dr. Marius Barnard in the fall of 1998. I was a young Sales manager with Canada Life in Niagara and I saw him speak at...
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Aug 13, 20203 min read


Money at a Discount
There was a time when a healthy couple in their 60’s could buy a level cost of insurance (COI) UL policy for pennies on the dollar!
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Jul 30, 20203 min read


Is the large case dead?
For advisors who focus on large case insurance opportunities, and for others who have come across a few in their career, you know these...
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May 28, 20203 min read
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