See our latest publications:
- Making Your Donation Dollars Go Further: Gifts of Life Insurance
June 14, 2022 - Pattie Lovett-Reid: Disability insurance could protect you during a pandemic
December 9, 2020 - Disability Insurance – Why Do You Need it: Expert Opinions
December 2, 2020 - Buy/Sell Agreements and Insurance: What You Must Know
July 15, 2020 – LSM Insurance - Life Insurance and Estate Planning
May 13, 2020 – LSM Insurance - 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 Profile
Feb 2012 – Canadian Business Journal