Disability Tax Refund Review Offer: Disability, Caregiver, and Aging Parents

Tax Credit Review.  See if you qualify for $15,000 or more!  Many people do not realize they may qualify for federal and provincial tax credits.

Obtain Your Portfolio Analysis and Financial Review

Set a no obligation, complimentary portfolio analysis and financial review with Joanne David BA CFP FCSI.

Book a No Obligation Appointment TodayMake an Appointment Now Joanne David BA CFP FCSI financial planning and insurance solutions.     Joanne David BA CFP FCSI financial planning and insurance solutions.

Life Insurance and Insured Investments are offered through Canadian Financial Strategies, Inc.

Offering insured investments, term and permanent life insurance, annuities, health & dental, private health services plans.  Have you sheltered all available investments?   What are you worth to your family and loved ones?

Book an Insured Investment or Life Insurance Review

Mutual Funds offered through Keybase Financial Group

We take an independent, integrated financial planning approach to your long-term financial needs. Our solutions include financial & tax planning, mutual fund investments, GICs, and bank products.

Book a No Obligation Appointment TodayBook Your No Obligation Financial and Portfolio Review

Joanne David CFP FCSI Joanne David CFP FCSI

MFDA

www.MFDA.ca

We can help you achieve the life you perceive.

Set a no obligation financial planning and portfolio analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies Joanne David CFP FCSI Financial Planning and Insurance Strategies
A successful financial plan starts with a family budget of income & spending

Set a no obligation family financial budgeting analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies
We are are here for you when you experience a loss of a loved one.
Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies

Set a no obligation will and estate planning analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies
Financial Gardening
Estate Planning may be the most important thing you ever do.
Joanne David CFP FCSI Estate Planning Strategies

Set a no obligation will and estate planning analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.


Joanne David CFP FCSI Estate Planning Strategies Joanne David CFP FCSI Estate Planning Strategies

Travel Medical Insurance (Canada, USA, Global)

Get Click for Travel Insurance PlanOn March 13, 2020 the Government of Canada issued a travel advisory to avoid all non-essential travel outside of Canada. Accordingly, travel insurance providers will not provide coverage for COVID-19 related claims outside of Canada. For the latest on Government of Canada travel advisories: Official Global Travel Advisories.

Life has a way of interrupting our best laid travel plans. When it does, you want to know that you are covered. The cost of just one medical emergency while traveling can be financially devastating. not to mention trip cancelations and delays that can put a strain on your wallet.

Arranging for travel insurance prior to departure is the best way to safe guard your finances when something unexpected happens during your travels. Obtaining Travel insurance prior to your departure is easy.

We deal with many companies for travel insurance, and enclose below a link to travel medical insurance offered by RBC Insurance. The RBC Insurance travel medical plan is cost effective, flexible, and has unlimited coverage. You can sign up online here for RBC Medical Travel Insurance or call me and I will arrange for you.

We look forward to helping you gain peace of mind for your travels!

You can sign up online for RBC Medical Travel Insurance or call me and I will arrange for you.
Get a Quote for RBC Travel Medical Insurance
Use the Quote link here: RBC Medical Travel Insurance

Another major supplier of Travel Medical insurance is with TIC with a 10M emergency travel medical option. An online quote can be obtained here: TIC Travel Insurance Quote.

Below are some of the benefits of travel medical insurance:
You choose the coverage that will help you prepare for a worry free trip. You can choose only travel medical insurance or add on other features such as Trip Cancelation; Interruption, Baggage Loss, Damage, etc.

1. Emergency Medical Coverage – Ensures that you are protected from steep out-of-province and out-of-Canada emergency medical costs. Chose coverage for Single Trip or Multi-trip Annual plan type.

2. Trip Cancelation & Interruption Coverage – Protect the financial investment you made in your trip from unexpected trip cancelations and interruptions.

3. Baggage Loss. Damage & Delay Coverage – If you have purchased either or both of the above trip coverage, you can also add protection for your personal property while traveling.

You can sign up online here for RBC Medical Travel Insurance or call me and I will arrange for you.

We look forward to helping you gain peace of mind for your travels!

TIP: Remember to arrange travel insurance BEFORE you leave Canada.

Joanne David CFP travel insurance edmonton

Do you have pre-existing health conditions or special needs? Please call us. We are insurance brokers that can help clarify the best travel insurance for your travel needs. Please click to contact Joanne David CFP Certified Financial Planner about Travel Insurance by phone or email. We look forward to serving you!

Please contact Joanne David for an appointment to talk about your needs.   Book an Appointment Now.

 


The information contained in blog or article posts are derived from various sources, including the Canada Revenue Agency (CRA). Any data provided is for illustration purposes only. Any information relating to the discussion of taxation issues is considered to be only general in nature. Clients should seek a qualified tax professional to discuss their specific tax requirements. The opinions, estimates and projections contained in the publication are those of the Financial Advisor and not that of Keybase Financial Group. Keybase Financial Group Inc. makes no representation or warranty, express or implied, in respect therein and accepts no liability whatsoever for any loss arising from any use of or reliance on the reports or its contents. The provisions of this publication are not to be constructed as an offer to sell, or a solicitation for, or an offer to buy any securities. Keybase Financial Group Inc. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation (the ‘IPC’).’