Author: levinefinancial

Its tax time. What you can expect

We refer clients to Nicola Wealth for Private Wealth Management because of their track record of excellence and performance with portfolio management. Below is a communique I received from them today on my portfolio and I wanted to share it with you. If you aren’t getting this level of service and expertise, please let us know and we will refer you to one of their specialists. Elliott ** In the coming months, you and/or your accountant will be preparing to…

We need your help at SickKids Hospital

2020 has been a difficult year. Thanks to the amazing care from the team of physicians and staff at SickKids, Nathan can spend the holidays at home with his family. In 2019, we partnered with SickKids Hospital to match donations that were made on the last two days of the year. We are very excited to share that we will be doing this again in 2020! All donations on Dec. 30th and 31st are being tripled. Please join us in…

How does whole life insurance perform during crises such as COVID-19?

  With COVID-19, clients have experienced drastic volatility with their stock portfolios. Businesses are closing, unemployment is rising,  professionals (dentists, surgeons, specialists) are out of work or dealing with drastically reduced hours. Some clients are asking about their Participating Whole life insurance (PAR) amidst this crisis. Specifically, the viability of companies such as Sun Life, how the Sun Life PAR portfolio is invested and how this portfolio has held up during times of uncertainty. First we will look at the…

Insurance – COVID-19 Premium deferrals

Since COVID-19 started, we have been working with various insurers to get some premium deferrals for our clients. Below is a review of various companies and how they are responding to the COVID-19 request to offset premiums as of April 7, 2020 SUN LIFE Sun Life is offering a 90 day premium deferral for clients (including business owners) experiencing direct financial hardship as a result of the COVID 19 pandemic due to: illness/quarantine lay-off or job loss the need to be…