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Client Onboarding Questionaire

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Kevin Fraser

Recent Posts

Middle East Conflict – Impact to (Allianz) Travel Insurance

Allianz has released an update regarding insurance coverage. Other insurers will have similar impacts. Known…

3 months ago

Mexico a Known Event #travelinsurance

As of February 22, 2026, Allianz Global Assistance has classified the situation in the affected areas…

3 months ago

Tugo announces Rate Increase for travel insurance

Tugo states that their rates will increase on Feb 18th. The average cost and severity…

4 months ago

Manulife has released their 2026 Tax Rate Card

Their tax rate card lays out the marginal tax rates for each income range for…

4 months ago

Why have an RRSP?

RRSPs can help you: Save on taxes today Grow investments tax deferred Be used for…

5 months ago

Manulife has Open Enrollment for Follow-Me Health Insurance

If you currently don't have an employer group plan for health insurance, Manulife is allowing…

5 months ago