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Category: Estate Planning

The Corporate Estate Transfer

November 21, 2016Corporate Insurance, Estate Planning, FinanceBelvedere Financial

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation.  If this is the case, chances are also good that this invested surplus is exposed to a…

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Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

October 24, 2016Estate Planning, Finance, Life Insurance, Living Benefits, Will PlanningBelvedere Financial

The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their own maturing children.  There is even a term for those of us who are in…

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The Single Premium Insured Annuity

August 22, 2016Estate Planning, Finance, Investing, Life Insurance, Retirement Planning, Tax PlanningBelvedere Financial

Available until January 1, 2017 A New Approach  A new method of structuring an insured annuity has restored its favourable results.  The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

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Do You Need Individual Life Insurance?

May 16, 2016Employee Benefits Program, Estate Planning, Finance, Life InsuranceBelvedere Financial

Canadians may need to rethink their risk management In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance.  Surprisingly, it also revealed that…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

March 21, 2016Estate Planning, Finance, Life Insurance, Tax PlanningBelvedere Financial

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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Changes to the Taxation of Estates

November 16, 2015Estate Planning, Finance, Tax PlanningBelvedere Financial

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these trusts…

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The Estate Bond

August 18, 2015Estate Planning, Finance, Investing, Life InsuranceBelvedere Financial

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond.  Many become risk adverse and move their assets into fixed income type investments.  Unfortunately this often results in the assets being…

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Pay Attention to Your Beneficiary Designation

July 20, 2015Estate Planning, Finance, Life InsuranceBelvedere Financial

It’s more important than you think Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Estate – the default choice Many people choose to name their…

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Estate Planning for Blended Families

June 11, 2015Estate Planning, FinanceBelvedere Financial

 Avoid Disinheriting Your Children In today’s family it is not unusual for spouses to enter the marriage with children from previous relationships.   Parents work hard at getting these children to functionally blend together to create a happy family environment.  Often…

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What to do after selling your business

February 10, 2015Business Succession Planning, Estate Planning, Featured Articles, FinanceBelvedere Financial

By James Dolan The contract is signed. The cheque is cashed. Your business has been sold or you’ve been given a golden handshake. Now what? It’s a question many former company owners have a tough time answering. Whether you’re looking to…

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Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU | Certified Financial Planner & Chartered Life Underwriter

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About

Alex was born in Hong Kong and moved to Vancouver BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
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