AC Investments and Insurance

AC Investments and Insurance AC Investments and Insurance was started to help everyday people get a grip on their Finances.

I teach clients Financial Fundamentals such as:

- Paying Yourself First
- The Advantage of Dollar Cost Averaging
- The Power of Compound Interest
- The Benefits of Professional Money Management

The services I provide are free to anyone. I am partnered with most investment and insurance companies in Canada which allows me to maintain an independent perspective and ensure you get the best product

to suit your lifestyle. My approach to financial planning focuses on you, the client, and fully understanding your unique financial goals and dreams. Whether it be:

- Saving For Your First Home
- Saving For Children's Education
- Protecting Your Family From Emergencies
- Planning For Retirement
- Eliminating Debt

Whatever your goals are I will help you identify them and set you on the right path to achieve them.

12/31/2021

Well folks. After 12 years,I will be closing the doors to my investment and insurance business. It’s been a great time and I have enjoyed helping out many families and individuals along the way.

Do you need Life Insurance? If you have a mortgage, children, or a spouse dependent on your income then YES you do.  The...
08/13/2021

Do you need Life Insurance? If you have a mortgage, children, or a spouse dependent on your income then YES you do. The primary purpose of Life Insurance is to ensure that your dependents can keep their standard of living if you were no longer around.

Just how much insurance do you need is the question. Have some insurance already and not sure if its enough? Here is a super simple calculator to check if you have enough coverage (for income replacement and debt coverage) and then I can help you find the best rates and best policy for your situation.

The term life insurance calculator allows you to calculate the amount and the type of protection for your life insurance. Get an immediate estimate.

08/05/2021

A Planning Resource For Advisors

In case you missed it.Stock markets have been having a phenomenal year with the TSX index up 26% over the past year and ...
08/04/2021

In case you missed it.
Stock markets have been having a phenomenal year with the TSX index up 26% over the past year and the Dow Jones index up 30% over the past year. (Aug 2020- Aug 2021)

Materials sector and gold propel Canadian benchmark; Wall Street also gains

07/24/2021

Insurance can come in all shapes and sizes and the type you choose depends on your coverage needs and risk. Read this article to learn more about how an insurance underwriter may assess your risk for the different coverage types.

Why life insurance?  It’s not for you. It’s for the ones you love.
05/31/2021

Why life insurance? It’s not for you. It’s for the ones you love.

What is life insurance and how do I know if I should have it? Learn all about it in this simple story.

I’ve had a lot of questions about the COVID-19 vaccines and their impacts to your life insurance coverage.“Being vaccina...
05/23/2021

I’ve had a lot of questions about the COVID-19 vaccines and their impacts to your life insurance coverage.

“Being vaccinated for COVID-19 would have no impact on any claim made under an insurance policy or group benefits plan with Equitable Life of Canada.”

Equitable Life of Canada would like to reassure our policyholders that getting vaccinated for COVID-19 will not negatively impact your life or health insurance coverage.

05/16/2021

All of us can agree that putting away a little money for our retirement is good idea. Compounding interest on investments is even better. Money that you put in today can grow, grow, grow. Read this article to find out more about how you can save for a more secure retirement.

Super important read for those getting a new mortgage. You don’t want mortgage insurance from a lender. Get a quote for ...
04/04/2021

Super important read for those getting a new mortgage. You don’t want mortgage insurance from a lender. Get a quote for term insurance from me today!

- With mortgage protection insurance offered by a lender, the amount of coverage is about the same as the amount of the outstanding balance of the mortgage. “Your rates, at best, have remained the same while the coverage amount has been dropping regularly,” says Wouters. “With life insurance offered through a life insurance company, your payments remain the same for the length of the term of coverage. The coverage remains the same, too.”

Usually it’s a choice between term life insurance and whole life insurance. But where does mortgage insurance come into play? We talked to an expert to find out when it’s needed.

After watching the super bowl ads for Questrade and now hearing them again on the radio. It got me wondering, how do my ...
02/16/2021

After watching the super bowl ads for Questrade and now hearing them again on the radio. It got me wondering, how do my investment offerings compare to Questrade. I did a comparison 2 years ago and I was beating them by far but what about today. So I updated the numbers for the past 2 years and voila still beating Questrade returns by 0.5-2% in 2019 and 2.6-3.6% in 2020 (depending on risk tolerance)

So you could switch to Questrade and returning 30% richer than the bank. Or you could switch to me and retire much much richer than Questrade.

CI Direct Investing provides online investment advice and financial services. We help you to plan for and achieve financial independence.

As 2020 comes to an end, here are some tax planning guides to help you though the upcoming tax season.
12/31/2020

As 2020 comes to an end, here are some tax planning guides to help you though the upcoming tax season.

Don’t be fooled by all this holiday cheer, tax season is just around the corner. Read this article to prepare you for the 2020 tax season.

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Calgary, AB
T2Y4T1

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