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Why your insurance broker NEEDS to know you have moved

on Thu, 10/18/2018 - 17:56

I recently processed with a death claim :( and we were having a hard time trying to find the beneficiaries dedicated to the policy.

Even harder on the case, that was a group coverage - meaning, we don’t usually personally know the employees in the company as everything was set up either through the owner or the human resources department. 

The fact that when people move, they all let their bank, the car insurance carriers, the credit card companies know they have moved but they often forget or sometimes even neglect to let their insurance brokers know they have moved. 

Another big issue is

Tax reporting tips

on Thu, 03/27/2014 - 20:22
*Updated 4/5/2017
At this point, everybody is busy gathering all their T-slips for tax filing.
As mentioned before in this post before, other than waiting for your company to give you your T-slips, you can log into your Service Canada and see if you find anything there.
After all these years, I found most people are still not too sure what they are expecting to receive for their tax. I had received quite some inquiries from clients regarding their T-slips.
- There are NO T-slips on RRSP accounts, do not expect any tax documents on RRSP accounts unless you make changes