by Admin | Life Insurance, Special Needs, Wealth Management
“Building a Legacy of Trust. Servicing the financial needs of professionals, business owners and individuals, with special attention to tax savings.” Sam Catalano began his career in life insurance and the investment industry in 1986. He is a multi-licensed broker and...
by Admin | Wealth Management
Written by Susannah Roth | When major life events occur, it is important to consider your estate planning and what updates and changes must be done. In no circumstances is this more true than when a person gets married, separated or divorced. Each of these life events...
by Admin | Life Insurance
Written by Richard Fujimoto | The short answer is “no”. Not everyone needs life insurance, in spite of what some life insurance advisors will tell you. Let’s explore who doesn’t need life insurance. The Rich. If you have enough money (RRSPs, stocks, bonds, real...
