

(778) 200-6220



info@portfolioplanning.ca

  • Follow
  • Follow
  • Follow
Client Login
Client Discovery
  • Home
  • About
  • Who We Serve
    • Doctors
    • Dentists
    • Allied Health Professionals
  • Services
    • Flat-Fee Financial Planning
    • Insurance
    • Investments
    • Mortgage Insurance
    • Mortgage Calculator
  • Blog
  • Podcast
  • Events
  • Clients
    • Client Login
    • Client Discovery
    • Open An Account
  • Contact
  • Home
  • About
  • Who We Serve
    • Doctors
    • Dentists
    • Allied Health Professionals
  • Services
    • Flat-Fee Financial Planning
    • Insurance
    • Investments
    • Mortgage Insurance
    • Mortgage Calculator
  • Blog
  • Podcast
  • Events
  • Clients
    • Client Login
    • Client Discovery
    • Open An Account
  • Contact


(778) 200-6220



info@portfolioplanning.ca

Client Login
Client Discovery
  • Follow
  • Follow
  • Follow
The Best Way to Buy Mortgage Insurance

The Best Way to Buy Mortgage Insurance

by Portfolio Planning | Sep 30, 2024 | Blog, Family, individuals, life insurance

Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
What is Critical Illness Insurance?

What is Critical Illness Insurance?

by Portfolio Planning | Jun 30, 2024 | Blog, critical illness insurance, insurance

Nowadays, people survive serious medical issues such as cancer, a heart attack, or a stroke. And while this is good news if a criticalillness happens to you – your recovery may come with costs that you don’t have the money to cover. This is where critical illness...

Recent Posts

  • Why a Critical Illness Insurance Top-Up Could Make a Big Difference
  • Cash Flow Mistakes Costing Incorporated Doctors $24,000 in Tax
  • Incorporation for Doctors: When to Do It, When to Wait and How to Start
  • Whole Life Insurance for Incorporated Doctors: When It Makes Sense and When It Doesn’t
  • Financial Checklist for New Parents in Canada

Recent Comments

  1. Best Toronto Bookkeeping Services on 2025 Personal Year End Tax Tips
  2. Edwin3497 on Estate Planning Strategies for Business Owners: The Role of Graduated Rate Estates
  3. Roy3071 on B.C. Budget 2026: What It Means for You
  4. Audrey3364 on Tax Lines to Look Out For on Your 2025 Canadian Tax Return


Call:

(778) 200-6220



Email:

info@portfolioplanning.ca



Address:

1185 W Georgia St #800, Vancouver, BC V6E 4E6

  • Follow
  • Follow
  • Follow

 

 

Quick Links

Client Discovery

Client Login

Chat Now

* indicates required
/* real people should not fill this in and expect good things - do not remove this or risk form bot signups */

Privacy Policy

Book A Meeting