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George Tey, MBA, CFP
George Tey, MBA, CFP
CERTIFIED FINANCIAL PLANNERĀ® Professional

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Why do segregated funds have higher management expenses?

Why do segregated funds have higher management expenses?

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Business plans must include retirement planning

Business plans must include retirement planning

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Financial strategies affect your net worth

Financial strategies affect your net worth

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Why is succession planning integral for business owners?

Why is succession planning integral for business owners?

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Can life insurance offer my heirs capital security?

Can life insurance offer my heirs capital security?

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How can I empower the process of Business Succession?

How can I empower the process of Business Succession?

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8 mistakes not to make in your estate plan

8 mistakes not to make in your estate plan

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Who is best suited to use Universal Life for the investment benefits?

Who is best suited to use Universal Life for the investment benefits?

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Why is Universal Life Insurance an excellent Estate Planning tool?

Why is Universal Life Insurance an excellent Estate Planning tool?

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Fund your Emergency Plan to care for loved ones

Fund your Emergency Plan to care for loved ones

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How can Universal Life help business-related estate planning?

How can Universal Life help business-related estate planning?

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How can I find more cash to invest?

How can I find more cash to invest?

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The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered. This content is not intended to provide specific personalized advice, including, without limitation, investment, insurance, financial, legal, accounting or tax advice; and any reference to facts and data provided are from various sources believed to be reliable, but we cannot guarantee they are complete or accurate; and it is intended primarily for Canadian residents only, and the information contained herein is subject to change without notice. References in this Web site to third party goods or services should not be regarded as an endorsement, offer or solicitation of these or any goods or services. Always consult an appropriate professional regarding your particular circumstances before making any financial decision.

Mutual Funds and/or Segregated Funds Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual Funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. A description of the key features of the applicable individual variable annuity contract or segregated fund is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.