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Investments/ RRIFs | Harris Pleet

http://harrispleet.com/investments-rrifs

Raquo; Investments/ RRIFs. Have you or are you about to turn 71? You need to convert your RRSP to a RRIF this year. I have access to many plans. Are you interested in saving money, but want to insure that you will not lose any value? Are you self employed or a small business owner and want to protect your personal assets from your creditors? Do you want to get a higher return than those typical in a traditional bank account, money market fund or GIC? An RESP may be the solution. Not all savings need to b...

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Critical Illness Insurance | Harris Pleet

http://harrispleet.com/critical-illness-insurance

Raquo; Critical Illness Insurance. A sudden diagnosis of heart disease, cancer, stroke or other critical conditions will change your financial priorities in a heartbeat. Medical treatments are often costly, or even experimental – or maybe even only available abroad. If you need to alter your lifestyle according to your changing abilities, or settle your affairs, or just take a vacation, you’d better be prepared. Critical illness insurance highlights. 100% of your money back if you stay healthy. 1 in 20 r...

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Group Benefits | Harris Pleet

http://harrispleet.com/group-benefits

Raquo; Group Benefits. We have a distinguished track record in the field of group insurance benefits. Our approach focuses on meeting our client’s needs in the most cost-efficient manner possible. Besides the many businesses that utilize our services, we also collaborate with Insurance Advisors who refer us to their clients directly. Provides basic life insurance to eligible employees. Benefit ranges usually from $25,000 – $500,000. Certain amounts are provided on a non-medical basis. Benefit paid is usu...

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MEDdirectTM Private Health Services Plan Calculate Your Savings | Harris Pleet

http://harrispleet.com/phsp-calculate-your-savings

Private Health Services Plan Calculate Your Savings. Raquo; MEDdirectTM Private Health Services Plan Calculate Your Savings. If you don’t have a MEDdirect PHSP, you’re missing out on substantial tax savings. Vividly illustrates how a MEDdirect PHSP can save you lots of money. To see how much, enter your income, the amount of medical expenses you incur during a typical year, and your province of residence. Calculate Your Savings Now! Do you have a question about life insurance? Links & Resources.

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Disability Insurance | Harris Pleet

http://harrispleet.com/disability-insurance

Raquo; Disability Insurance. Let me help you prevent a serious problem from becoming a calamity. A sudden illness or serious accident can reduce or even terminate your income, without warning. Your everyday expenses will have to cover medication, physiotherapy, nursing care, and other expenditures you hadn’t previously given a moment’s thought to — and hadn’t budgeted for. Benefits can be tax free. The benefit period can be anywhere from 2 years to age 65. Coverage can be as much as 2/3 of your income.

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MEDdirectTM Private Health Services Plan Covered Conditions | Harris Pleet

http://harrispleet.com/phsp-covered-conditions

Private Health Services Plan Covered Conditions. Raquo; MEDdirectTM Private Health Services Plan Covered Conditions. Please note that, as of 4-Mar-10, the Canadian government’s federal budget caused changes to eligible covered conditions for a PHSP. Please click here for details. Premiums for Health Care Plans. Premiums paid to any non-government medical or hospital care plan. Any service performed by a qualified medical practitioner , including but not limited to the following:. Heat monitors or pace ma...

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Life & Home | Harris Pleet

http://harrispleet.com/life

Life & Home. Raquo; Life & Home. Life insurance provides peace of mind for you, and a secure future for your family. Why do I need life insurance? If you have dependents and are uninsured, they may experience substantial, perhaps catastrophic, financial difficulties upon your passing. This is particularly true if you have a mortgage or other substantial debt. If you are insured, they’ll be protected against financial disaster…and you’ll sleep better at night. What kind of life insurance should I get?

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News | Harris Pleet

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There are currently no news items in our database. Check back often! Cancelling A Life Insurance Policy. Posted by Harris Pleet. On Jun 28, 2016. Estimated reading time is 60 seconds. Have you thought about cancelling your insurance policy to have some extra money available to pay bills? Why Do I Need Life Insurance. Posted by Harris Pleet. On Aug 8, 2014. Do you have a question about life insurance? Ask away and I'll reply promptly. Links & Resources. Kevin l. Derbyshire CPA, CA. Family and Business Law.

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MEDdirectTM Private Health Services Plan (PHSP) Product Guide | Harris Pleet

http://harrispleet.com/phsp-product-guide

Private Health Services Plan (PHSP) Product Guide. Raquo; MEDdirectTM Private Health Services Plan (PHSP) Product Guide. This reference document is intended to give an overview of the MED direct. Private Health Services Plan. The SABRE MED direct. PHSP finds its roots in Sections 248(1) and 118 of the Income Tax Act and Interpretation Bulletins IT-339R2, IT-85R2, IT-519R2, IT-502, and IT-529. Properly structured, the SABRE MED direct. The SABRE MED direct. PHSP is set up in compliance with CRA rules as s...