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Planning on taking a trip in Canada? - Solutions For Financial Planning* Thumbnail

Planning on taking a trip in Canada? - Solutions For Financial Planning*

Add insurance to your checklist.

You may be surprised to know that travel insurance isn’t just a necessity for people who vacation outside the country – it applies within Canada, too.

Plans to visit hot, sunny and sandy destinations may be on many Canadian travellers’ wish lists this season, but due to pandemic concerns, venturing out a little closer to home may have to suffice. Thankfully, there’s a limitless selection of exciting places to visit and things to do within the country’s vast borders. To enjoy them to the utmost, in-country travel insurance should be part of your plan. 

Read the full article*



* This article opens in a new window directing you to Manulife's Solutions for Financial Planning Magazine.
© 2020 Manulife. The persons and situations depicted are fictional and their resemblance to anyone living or dead is purely coincidental. This media is for information purposes only and is not intended to provide specific financial, tax, legal, accounting or other advice and should not be relied upon in that regard. Many of the issues discussed will vary by province. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation. E & O E. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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.


The Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

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The Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

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The Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?

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Use of these tools does not replace a comprehensive financial plan. There are numerous factors such as government benefits, taxation, life expectancy and lifestyle that will impact the calculator results differently.

Topline Financial Advisors

Welcome to Topline Financial Advisors, we're here to help!

Our firm can be compensated in three different formats depending on the services we provide to you:

  • A fee for service based on a percentage of assets we manage for you
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  • In some instances, financial institutions compensate us for implementing client solutions, like life insurance, through their company.

In every situation, we take the time to fully explain exactly how we are paid. We would be happy to discuss with you further.

It is never too early or too late to formulate a plan. You have a better chance of reaching your goals (be they education planning, budgeting, major purchase planning or retirement/estate planning, etc.) by formulating and implementing a strategy.

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