Patti Cockerham-Eastern Ont. Financial Service

11/29/2023

This is an excellent article. Making sure that there are no gaps in your protection is extremely important. Especially at a time when living expenses are so high.

The risk of experiencing a critical illness at some point in your life is more common than you may think. Read on to learn how critical illness insurance can help.

06/28/2023

04/03/2023

All of your 2023 financial planning information. Let me know if you have any questions!

Our handy tip sheet has everything you need about RRSPs, TFSAs, RRIFs, government pensions and taxes.

02/07/2023

Higher interest rates do have some advantages.

Advantage Account is a high-interest, full-access, low fee chequing account that can be used by clients as their primary bank account or as a secondary investment account. 

11/16/2022

November is financial literacy month. There's still time to work toward your financial goals this year. Our interactive retirement and savings tool is a great first step: http://ow.ly/HR0o50LEPqA

11/07/2022

This is an excellent read for small business owners. Offering employees group benefit coverage has proven to be an effective way to attract and retain good employees.

In this group health guide, we discussed the 7 main reasons why small businesses need to get group benefits coverage.

10/01/2022

You insure your car, house, boat, and other belongings, but what about you? Find out how life insurance works and how it can protect you and your loved ones. http://ow.ly/R9wK50KX6sn

09/21/2022

Life Insurance Awareness Month is the perfect time to share our insights into the relationship between life insurance and taxes. We’re sharing Peter Wouters’ article looking at the role that taxation plays, both in Canada and the U.S., when using life insurance as an estate planning and wealth transfer tool. Check it out: http://ow.ly/2Tzu50KP5Ve

09/16/2022

It’s Life Insurance Awareness Month and Empire Life has answered some of the most important questions about buying and owning life insurance in Canada.

Have you got it all covered? Even if you already have life insurance through your employer, it may not be enough, or the right type, to protect your family’s lifestyle in case you’re not there to contribute.

“How much life insurance do I need?” The short answer is that it depends. What it depends on makes for a far more interesting answer. Peter Wouters explains “what it depends on” and this might surprise you.

09/15/2022

How can an RRSP, TFSA or RRIF help me save for retirement? Life & Money Matters can help you find answers. http://ow.ly/yTNo50KIici

08/24/2022

Coping with a critical illness or a disability that prevents you from working can be emotionally and physically draining, but have you considered the potential financial impact? We offer a number of living benefits that could help. http://ow.ly/6o8f50Ko65s

04/29/2021

Many Canadians are under the assumption their mortgage is as good as done once they have a mortgage pre-approval. But the truth is a buyer cannot expect a mortgage pre-approval will automatically translate into a mortgage. The lender now needs to consider the property itself, approve all the terms a...