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The Truth About Mortgage Insurance

Submitted by Foundation Private Wealth Management on October 25th, 2013

The decision to buy a house and take on a mortgage is one of life’s milestone moments and it often symbolizes the big step of “getting there” for most families.

Tags:
  • financial planning
  • insurance planning
  • life insurance
  • mortgage insurance
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When Giants Grow Up, a Canadian Perspective

Submitted by Foundation Private Wealth Management on August 28th, 2013

Over the last decade, global markets have been thrown into chaotic, disruptive, but beneficial upheaval as the new giants of the world grew up. In this I am referring to what were coined the BRIC economies by Goldman Sachs: Brazil, Russia, India and China.

Tags:
  • 2013 budget
  • BRIC
  • Canada
  • economic update
  • emerging markets
  • financial planning
  • global GDP
  • IMF
  • N11
  • Russia
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Life Insurance and Your Children

Submitted by Foundation Private Wealth Management on July 15th, 2013

The thought of purchasing life insurance for your children is often a difficult one for families, which is completely understandable. As a parent myself, I don’t like the thought of it at all. Though this may not sound like a typical wealth preservation strategy, it can prove to be a valuable one if the unthinkable were to happen.

Tags:
  • estate planning
  • insurance planning
  • intergenerational wealth transfer
  • life insurance
  • term insurance
  • universal life
  • whole life
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Bonds, Stocks, and Bernanke.

Submitted by Foundation Private Wealth Management on June 28th, 2013

“Job gains, along with the strengthening housing market, have in turn contributed to increases in consumer confidence and supported household spending.”

Ben Bernanke, June 19th, 2013.

Tags:
  • economic update
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2013 Budget Update

Submitted by Foundation Private Wealth Management on April 9th, 2013

The 2013 federal budget was delivered by Finance Minister Jim Flaherty just over two weeks ago. Usually we like to get something out that summarizes the budget very quickly, but in this case there were some directives in the budget that we required some clarification on before posting our thoughts.

Tags:
  • 2013 budget
  • financial planning
  • life insurance
  • tax planning
  • universal life
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Happy New Year!

Submitted by Foundation Private Wealth Management on January 8th, 2013

… Bungee Jumping Anyone?

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Return to the Mecca of Capitalism?

Submitted by Foundation Private Wealth Management on October 9th, 2012

Based on a number of conversations I’ve had recently, there appears to be a disconnect between the prevailing thoughts on recent market performance and the reality of what has been happening.  If I told you that, as of October 3rd, US Markets (using the S&P 500 as an example) have outperformed the TSX in Canada by 12.38% year-to-date, would you believe me? 

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Life Insurance - How Much is Enough?

Submitted by Foundation Private Wealth Management on May 24th, 2012

Most people recognize that they require life insurance, whether it will be for their short-term liabilities, mortgage debt, final expenses, etc.  However, the question that frequently comes up is "How much life insurance do I actually need?" 

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The Next 10 Years

Submitted by Foundation Private Wealth Management on February 2nd, 2012

"It's tough to make predictions, especially about the future." - Yogi Berra

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Caveat Emptor

Submitted by Foundation Private Wealth Management on December 5th, 2011

Over the last year as equity markets have become more volatile, primarily on the heels of the sovereign debt crisis in Europe, a number of new investment opportunities have been crossing my desk and I wanted to address the risks associated with these, sometimes opaque, products. 

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FPWM Securities is a trade name of Aligned Capital Partners Inc. (ACPI). FPWM Inc. is not the parent company of FPWM Securities or ACPI. 
Mark Sherboneau is an investment advisor and is also licensed for the sale of life insurance products. M.S. is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. M.S. will provide the name of the entity being represented when insurance business is conducted. The sale of insurance products is not the business of or under the supervision of ACPI, and ACPI will not be liable or responsible for such activities.
All non-securities related business conducted by M.S. is not in the capacity of an agent of ACPI and is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by M.S. Such non-securities related business is the responsibility of M.S. alone. 
References in this website to third party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving the FPWM Securities portion of the website. ACPI is not responsible for the information contained on these external websites. 
The information contained on this website is for general information purposes only and is the opinion of the owners and writers. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. However, please call M.S. to discuss your particular circumstances. 
The information contained on this website is subject to change without notice.

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