Sunil's Blog & Market Update

Are your personal assets protected from your creditors? While no plans are foolproof, here are a few approaches to consider. Think of them as discussion prompts to use with financial and legal advisors, since this is an area in which you’ll need expert guidance

With more investors making use of the Money Market Fund inside the Guaranteed Investment Funds product, Question arises about interest distributions are reflected on client statement and why your book value may be higher than your market value

Estate planning is an emotional task with major financial consequences – it can feel overwhelming at times. On the bright side, you have many helpful tools at your disposal. For example, have you considered estate planning with life insurance?

After all, in the past, there may have been two of you to help pay for essentials like your mortgage, utilities, groceries and insurance — not to mention dinners out and coffee runs. If you're feeling a bit overwhelmed, focus on the basics, like establishing new finances goals and a budget