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Category: Estate Planning

What the Wealthy Know about Life Insurance

February 13, 2017Estate Planning, Finance, Investing, Life Insuranceimport

If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance.  Consider the…

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The Corporate Estate Transfer

December 12, 2016Corporate Insurance, Estate Planning, Financeimport

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation.  If this is the case, chances are also good that this invested surplus is exposed to a…

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Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

October 19, 2016Critical Illness Insurance, Disability Income Replacement, Estate Planning, Finance, Investing, Life Insurance, Life Stages, Living Benefits, Long Term Care, Retirement Planning, Will Planningimport

The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their own maturing children.  There is even a term for those of us who are in…

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Do You Need Individual Life Insurance?

June 13, 2016Employee Benefits Program, Estate Planning, Finance, Life Insuranceimport

Canadians may need to rethink their risk management In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance.  Surprisingly, it also revealed that…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

March 14, 2016Estate Planning, Finance, Life Insurance, Tax Planningimport

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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Changes to the Taxation of Estates

November 9, 2015Estate Planning, Finance, Tax Planningimport

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these trusts…

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Estate Planning for Blended Families

July 13, 2015Estate Planning, Financeimport

 Avoid Disinheriting Your Children In today’s family it is not unusual for spouses to enter the marriage with children from previous relationships.   Parents work hard at getting these children to functionally blend together to create a happy family environment.  Often…

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The Estate Bond

June 8, 2015Estate Planning, Finance, Investing, Life Insuranceimport

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond.  Many become risk adverse and move their assets into fixed income type investments.  Unfortunately this often results in the assets being…

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There is Nothing so Certain as Death and Taxes

May 9, 2015Estate Planning, Finance, Life Insuranceimport

Or so the saying goes.  This certainly is true in Canada where there is a “deemed disposition” when a taxpayer dies.  What this means is that a taxpayer is deemed to dispose of all his or her assets at fair…

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What to do after selling your business

February 10, 2015Business Succession Planning, Estate Planning, Featured Articles, Financeimport

By James Dolan The contract is signed. The cheque is cashed. Your business has been sold or you’ve been given a golden handshake. Now what? It’s a question many former company owners have a tough time answering. Whether you’re looking to…

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Contact Us

Sean Kennedy
Financial Advisor

70 Portugal Cove Road, Suite 202
St. John’s, NL
A1B 2M3

Tel: 709-781-0576 
Email: sean@kfservices.ca
Email: brenda@kfservices.ca

About

Sean began his career in the financial services industry in 1988 offering insurance and investment advice to both individual and business clients. Throughout these early years he worked primarily for some of Canada’s largest insurance companies and maintains these relations to this day.
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