"Paul is an experienced business guy who has a talent for simplifying complex situations and providing practical guidance on both the career and personal financial planning sides. He also has a good heart and is a natural optimist, two important qualities in my view. Because he has such broad experience and is a creative thinker, he tends to add value to any conversation he contributes to." - David Holt, Context Consulting
How to: increase tax efficiency, guarantee income, address volatility, increase after tax income,"lock in" gains, leave a legacy, ensure privacy, provide potential creditor protection
Guaranteed Investment Funds (GIFs), also called Segregated Fund Policies, are long-term investments that offer capital guarantees.
Self-employed or approaching retirement or already retired - GIFs have several features and benefits worth considering.
Money needed? When? Now?Future?Just in case?
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