Doyenne Insurance and Estate Planning Ltd.

09/08/2023

Should I buy mortgage insurance through the bank?
*spoiler alert - no! And we're not the only ones that think so.

doyenne.ca/blog/mortgageinsurance

Great piece by Katie Sivertson Doyenne Insurance and Estate Planning Ltd.

Take control of your mortgage insurance with Life Insurance. Unlike traditional bank options, you control the policy, beneficiaries, and coverage. Whether you pay off your mortgage, or sell your home, your coverage can continue. Secure your Winnipeg home with our flexible solutions

07/27/2023

Want to keep expenses low but still offer benefits for yourself and your employees?


Doyenne Insurance and Estate Planning Ltd.
doyenneinsurance.ca/myhsa
doyenne.ca/blog/6g9en99dyxdfecnemxe9ydh4a92akb

07/11/2023

You probably want your insurance to pay off your mortgage and ALSO pay your beneficiaries, right? Then don't accept your lender's mortgage insurance

11/16/2021

Build your business in a respectful and equitable environment for employees and clients alike. Insurance can be a fun business at the right company.

11/18/2020

What a fantastic day of learning from leading experts on year-end tax planning for investors and owner-managers. If you missed it, there's still an opportunity...

10/18/2020

Make sure your Power of Attorney is valid! Source: OBSI (Ombudsman for Banking Services and Investments)

It is something none of us wants to think about – what will happen if I or someone I care about becomes ill and needs assistance with our finances? Planning for this type of situation is import...

09/05/2020

Still paying mortgage insurance through your lender? Protect yourself instead of the mortgage company
Get four free months of premiums* for T20, T30, T-65 until Dec. 1. with Canada Life
*In B.C., the offer is capped at three free months

08/05/2020

If a parent, relative or friend is no longer able to manage their finances and have trusted you to help:
• Set up a meeting with their bank to discuss your concerns and get a list of any documents that they require to transfer financial control to you.
• If you are named as their Attorney for Property, be prepared to present a signed copy of their Power of Attorney (POA) to their bank.
• If the POA stipulates that it can only be used when the person is incapable of managing their own finances, be sure that you have a report or other medical proof from a doctor that says this.
• If the person does not have a POA, and they are now not capable of making one, you need to see a lawyer for help.
Source: OBSI (Ombudsman for Banking Services and Investments)
To read the full case study: https://bit.ly/3eMEoBE

06/18/2020

DIY investors have options. There is ample evidence to support that investors that employ investment advisors do better overall, but for those that want to go it alone Questrade can help.

Questrade gives you two great ways to invest with lower fees: buy and sell your own investments or get a pre-built portfolio

06/16/2020

https://vexxit.com/blog/5-habits-of-people-who-are-debt-free?utm_source=getresponse&utm_medium=email&utm_campaign=vexxit-insiders&utm_content=%5B%5Brssitem_title%5D%5D%20-%20%5B%5Brss_title%5D%5D

It can be this simple.

Wondering how to feel financially secure and stress-free? It’s all about your habits for financial health.