Author: levinefinancial

Changes at MD Management bothering you?

As the new year starts, some clients have been asking about the changes at MD Management, market volatility, their RSPs and corporate investments. Levine Financial Group is focused on saving physicians money on insurance. Clients often ask where do I invest my money? I have been a client of Nicola Wealth Management since 2007 with my corporate and personal investments. My returns are conservative and have far lower volatility than the market. Nicola Wealth manages nearly $6 Billion on behalf of…

OMA Insurance SLASHES its’ Annual Premium Refund

For the past 10 years OMA Insurance has been advertising its non for profit status and the Annual Premium refund on various insurance products. The OMA provides an annual premium refunds on OMA Group term 75 life insurance, group disability and office overhead insurance. Refunds are paid in December of each year. There is no refund on OMA critical illness insurance.  In December 2018, OMA Insurance quietly announced the OMA Group term to 75 life insurance refund had dropped from 58%…