See our latest publications:
- Upcoming Legislative Tax Changes that will Impact Future Life Insurance Policies
Mar 23, 2016 – Giving Advice: Toronto Jewish Foundation, Professional Advisor’s Newsletter - Sephardi delegation heads to Ottawa, meets PM
Mar 19, 2015 – Canadian Jewish News - Mutual Funds Face Strong Competition From Back to Basics Segregated Funds
Feb 24, 2015 – Insurance Journal - Charitable Gift Annuities – More Income for Giving
Mar 19, 2014 – Giving Advice Newsletter – Professional Advisory Comittee – UJA Federation of Greater Toronto - Guaranteed withdrawals benefits: MGAs see major sales decline
Oct 19, 2012 – Insurance & Investment Journal - Independent Financial Concepts Group Ltd. Feature
Feb 2012 – Canadian Business Journal - Independent Financial Concepts Group Profile
Feb 2012 – Canadian Business Journal