John Jordan, CFP...providing Specialized Financial Planning Solutions

John Jordan, CFP

Certified Financial Planner

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providing Canadians with...Specialized Financial Planning Solutions

Charitable Gift Planning

Annuities

Estate Planning

Critical Illness

Term Life Insurance

Mortgage Life Insurance

Disability Insurance

Specialized Financial Planning...

NEW - Insured Annuity Table rates for Male and Female - Ages 55 - 85

NEW - How much more income could you have if you didn't keep rolling over those 1-year GICs?

Looking for higher guaranteed returns in retirement? An insured annuity may be the answer!

Charitable Giving - Learn how to eliminate all tax in your estate!

If you are running an older version of Power Point, click here to download Power Point Viewer 2003 (1.9Mb)

WIIFM - New Perspectives on Complex Gifts (530 kb)

The World Village Presentation

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Contact Us for an Annuity Quote!

Live Confidential 5, 10, 20-Year and Term-100 Life Insurance Quotes

NEW...Critical Illness Insurance - Is Critical Illness Insurance Really Worth it? Click here to find out!

Mortgage Life Insurance Information - Which coverage is best and where should you buy it?

Mortgages - Are you buying or refinancing a home?

Contact Us for a quote for

CRITICAL ILLNESS insurance from Canada's leading Life Insurance Companies

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ESTATE PLANNING

Will there be probate on my assets if I predecease my spouse?

If your assets are owned jointly, ownership will revert to the surviving spouse. RRSPs, jointly owned investment portfolios and capital assets will transfer to the surviving spouse without probate.

Typically, only assets that pass through the estate will be subject to probate. It is recommended to review this subject with your lawyer to properly structure the transfer of assets.


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Are you looking for higher Guaranteed Returns - 7% - 8% - 9%? Click here to find out how! Click here to see GIC Rate Trends over the past months

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