by Mercator Financial | Mar 6, 2023 | Blog, estate planning, Family, retirees
What happens when the children grow up and are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues, including family dynamics and harmony. One of the most difficult conversations is around the fair or...
by Mercator Financial | Oct 31, 2022 | Blog, estate planning, Family, Financial Planning, Individuals, retirees
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.Why do you need a Financial Plan? Worry less about money and gain control. Organize your finances....
by Mercator Financial | Sep 30, 2022 | Blog, Family, Investment
How to get the most from your savingsSaving for the future is cornerstone of financial planning but it can be trickier to get to grips with than it seems. There are a wealthof different types of product on the market to choose from but the first step starts with...
by Mercator Financial | Aug 31, 2022 | Blog, critical illness insurance, disability insurance, Individuals, life insurance, long term care, mortgage
Insurance is often thought of as an optional extra in the area of personal and business finance – a “nice to have” which can offer protection if things go wrong but certainly not as an important asset in its own right. However, it’s true to say that intelligent...
by Mercator Financial | Aug 14, 2022 | Blog, Business Owners, Corporate, retirees, RRSP, tax, Tax Free Savings Account
Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...
by Mercator Financial | Jun 30, 2022 | Blog, critical illness insurance, disability insurance, Individuals, life insurance, long term care, mortgage
Insurance is often thought of as an optional extra in the area of personal and business finance – a “nice to have” which can offer protection if things go wrong but certainly not as an important asset in its own right. However, it’s true to say that intelligent...
