Allan W. Lewis Life Insurance & Investment Broker

06/06/2024

This is a great peice to read on wealth transfer and the advantages of segregated funds in your investment portfolio.

https://www.advisor.ca/infographic/adv/segregatedfundpolicies/

03/01/2023

https://apple.news/Am90UjpvBQLiw86cuzYjuLg

When deciding on the ideal place to retire, a little homework can spare you a lot of headaches

12/13/2022

https://apple.news/AVgGguENASx6q85P0wQdu8w

The older the American, the farther behind they feel in saving for their retirement, according to a new Bankrate survey.

10/27/2022

With Manulife’s Vitality program you can earn discounts on your life insurance premiums and a free Apple Watch for tracking and meeting healthy activity targets. If you would like more information feel free to reach out. www.allanwlewis.com
[email protected]

09/06/2022

I had the pleasure recently to develop my own website with the amazing help of Green Monkey Creative. The were amazing to work with and come highly recommend. Feel free to check out the site and always happy to hear feedback. Thanks! Allan

Allan W. Lewis is a Life Insurance and Investment Broker based in Orangeville, Ontario. Insurance Protection services include Life Insurance, Critical Illness, Disability & Personal Health Benefits as well as Segregated Funds.

01/05/2022

https://www.theglobeandmail.com/investing/personal-finance/household-finances/article-nows-the-time-to-revisit-the-most-basic-rule-of-personal-finance/

Rob Carrick starts an eight-part back to basics series with a look at getting your spending under control in 2022

11/24/2021

The answer might surprise you. My Insurance View from ivari can show you how much protection you really need, today and into the future. Give it a try!

11/24/2021

This is some good information for clients of any age to review.

To Ben Gossack, too many mutual fund and exchange-traded fund (ETF) companies sell their wares like they’re car salespeople, trying to get buyers to drive a vehicle off their lot.

10/06/2021

https://www.cnbc.com/2021/10/05/retirement-budgets-how-much-you-can-spend-if-you-have-1-million.html

Experts recommend taking up to 4% of your nest egg per year in retirement. Here's how much spending money you'll have with $1 million in retirement.

09/21/2021

I’m in my late 20’s or early 30’s, do I need life insurance? This is a good read that discusses why younger Canadians purchase life insurance.

Des Carter made the decision to buy life insurance five years ago when he and his partner were looking to buy their first home together after learning a hard lesson when his mother died without insurance

09/07/2021

This is a growing problem for anyone lucky enough to own a cottage. The tax complications to keep it in the family are growing drastically with property values. A good read if you own a family cottage and want it to stay in the family someday.

With nearly 900 Canadian-listed exchange-traded funds available for purchase, you might think that every sector, geography and investment idea has already been covered. But you’d be surprised to find out that there are still plenty of gaps in the marketplace that ETFs can fill.

08/11/2021

https://www.bnnbloomberg.ca/can-your-kids-afford-to-inherit-the-family-cottage-1.1638960

With nearly 900 Canadian-listed exchange-traded funds available for purchase, you might think that every sector, geography and investment idea has already been covered. But you’d be surprised to find out that there are still plenty of gaps in the marketplace that ETFs can fill.