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Welcome to Dental Wealth!

You are receiving this exclusive educational e-mail newsletter about managing your wealth because you are a professional in the dental industry. Each issue will feature articles from respected professional advisors that serve the dental industry.
In this and future issues you will find valuable information on practice management, tax tips, succession planning, investment trends, estate planning, and advanced wealth management strategies.
IN THIS ISSUE
Canadians with a financial plan save more, have greater peace of mind: study
CASE STUDY: Excess financial services fees cripple couple's portfolio!
VIDEO INTERVIEW: Life Insurance for Succession Planning

Canadians with a financial plan save more, have greater peace of mind: study

Among those who engage in comprehensive financial planning, 71% said, "I am closer to achieving some of my life goals as a result of financial planning"; 70% said, "financial planning has helped me to have greater peace of mind"


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Excess financial services fees cripple couple's portfolio!

SITUATION:  Couple worries losses will cut future income

STRATEGY: Cut fees, pare back excess insurance

SOLUTION:  Capital adequate for retirement, heirs and charity

 

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Life Insurance for Succession Planning

Florence Marino, Tax Lawyer - Manulife Financial, discusses life insurance for succession planning with Dan Richards.

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