Monthly Archive for: ‘November, 2017’

BridgeForce | 4th Annual Estate Planning Concepts & Strategies for Professionals

You’re invited to the 4th Annual Estate Planning Concepts & Strategies for Professionals Sponsored by: BridgeForce Financial & Advocis Sudbury Chapter Confirmed speakers: Accounting Firm of Sostarich Ross Wright & Cecutti LLP Accounting Firm of KPMG Law Firm of Weaver Simmons CI Investments – Anne Manson – The Gen-Savvy Advisor BridgeForce Financial – Earleen Moulton, VP Compliance Guy Legault – President, …

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BridgeForce News | November 27, 2017

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HEADLINES AI cannot replace human advisors Despite the recent proliferation of digital asset-allocation services (a.k.a. robo-advisors), they pose little threat to human financial advisors. These services use artificial intelligence (AI) to choose investment portfolios for investors based on a series of answers to an online questionnaire. However, this approach can never replace what real advisors actually do. Here are some …

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BridgeForce News | November 13, 2017

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HEADLINES How the proposed tax changes will impact Canadian farmers We’re sure many of you are aware of the federal government’s proposed tax changes released July 18, 2017, commonly referred to as the proposals. Regardless of how these changes have been communicated, the proposals will have a significant impact on tax planning for all business owners, including farmers and other …

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Marketing Monthly | November 2017: Disability & Long Term Care

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In this issue: CLHIA | A guide to disability insurance Why should you consider income replacement insurance? Revolutionizing mental health-related disability claims management How much disability insurance coverage do you need? CLHIA | A guide to disability insurance This guide is designed to help you understand disability insurance and explain what your options are for income replacement in the event …

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