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life insurance

Covid Bounce Back Plan

Submitted by Foundation Private Wealth Management on March 30th, 2021

As we inch our way out of the pandemic (we may not be there yet, but I think we can see the light at the end of the tunnel, right?), I think I've got the perfect way to kick the Covid-19 and get back to being your best you for anyone with debt or family that they want to leave something for if they were to pass on.

Tags:
  • fitness
  • Health
  • healthy life
  • life insurance
  • travel
  • wellness
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Breaking down the basics of life insurance, in less than 20 questions!

Submitted by Foundation Private Wealth Management on May 28th, 2019

Applying for life insurance can feel like a daunting task and probably somewhat of an uncomfortable thing that you'd rather not think about anyway. The harsh reality, though, is that it’s one of those things where "it's better to be 10 years early than 10 minutes too late.”

Tags:
  • financial planning
  • life insurance
  • ottawa insurance
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Crowdfunding for funerals is on the rise, but there are other options!

Submitted by Foundation Private Wealth Management on March 5th, 2019

In today’s world, crowdfunding through sites like GoFundMe has become an amazing tool for tech startups, artists, gamers, and more, to launch their ideas and raise awareness for their products.

Tags:
  • estate planning
  • financial planning
  • life insurance
  • planning ahead
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The Truth About Mortgage Insurance

Submitted by Foundation Private Wealth Management on October 25th, 2013

The decision to buy a house and take on a mortgage is one of life’s milestone moments and it often symbolizes the big step of “getting there” for most families.

Tags:
  • financial planning
  • insurance planning
  • life insurance
  • mortgage insurance
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Life Insurance and Your Children

Submitted by Foundation Private Wealth Management on July 15th, 2013

The thought of purchasing life insurance for your children is often a difficult one for families, which is completely understandable. As a parent myself, I don’t like the thought of it at all. Though this may not sound like a typical wealth preservation strategy, it can prove to be a valuable one if the unthinkable were to happen.

Tags:
  • estate planning
  • insurance planning
  • intergenerational wealth transfer
  • life insurance
  • term insurance
  • universal life
  • whole life
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2013 Budget Update

Submitted by Foundation Private Wealth Management on April 9th, 2013

The 2013 federal budget was delivered by Finance Minister Jim Flaherty just over two weeks ago. Usually we like to get something out that summarizes the budget very quickly, but in this case there were some directives in the budget that we required some clarification on before posting our thoughts.

Tags:
  • 2013 budget
  • financial planning
  • life insurance
  • tax planning
  • universal life
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FPWM Securities is a trade name of Aligned Capital Partners Inc. (ACPI). FPWM Inc. is not the parent company of FPWM Securities or ACPI. 
Mark Sherboneau is an investment advisor and is also licensed for the sale of life insurance products. M.S. is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. M.S. will provide the name of the entity being represented when insurance business is conducted. The sale of insurance products is not the business of or under the supervision of ACPI, and ACPI will not be liable or responsible for such activities.
All non-securities related business conducted by M.S. is not in the capacity of an agent of ACPI and is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by M.S. Such non-securities related business is the responsibility of M.S. alone. 
References in this website to third party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving the FPWM Securities portion of the website. ACPI is not responsible for the information contained on these external websites. 
The information contained on this website is for general information purposes only and is the opinion of the owners and writers. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. However, please call M.S. to discuss your particular circumstances. 
The information contained on this website is subject to change without notice.

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