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Category: Will Planning

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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Twelve key documents you need to gather

January 19, 2015Featured Articles, Finance, Life Insurance, Life Stages, Will PlanningBelvedere Financial

By Brenda Spiering, Editor,BrighterLife.ca Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money? It happens all the time according to Jim Yih, author of the personal finance…

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Should You Become Executor of Someone’s Estate?

October 21, 2014Featured Articles, Finance, Will PlanningBelvedere Financial

By Carla Hindman, Director of Financial Education, Visa Canada One of the most important decisions you’ll make when writing your will is determining who should be named executor of your estate. Even if you’re just leaving behind household goods and…

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Make Sure Your Will is Crystal Clear

June 17, 2014Featured Articles, Finance, Will PlanningBelvedere Financial

By Elaine Blades Having a well-drafted will that clearly expresses your intentions is essential. If you’ve written instructions someone will find confusing, they can’t ask you for clarification. It’ll be too late. I’ve reviewed far too many wills where not…

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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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