Carrick on Money

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Bev quoted in Rob Carrick’s Newsletter on Nov 29, 2017

‘I’m a conservative investor, but I’m open to real estate’

An 81-year-old self-described conservative investor says his concern is protecting his principal. His preference is to invest in guaranteed investment certificates, but rates are low. As a result, he’s open to real estate.

I think this would be a mistake, and so does Bev Moir, senior wealth adviser at ScotiaMcleod in Toronto. Ms. Moir recently replied to a question from the 81-year-old ...

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Estate Planning and Intergenerational Legacy Planning

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Bev Moir, Estate Planning and Intergenerational Legacy PlanningIn early September I participated on a panel discussion on the topic of estate planning and intergenerational legacy planning issues with colleagues Rachel Blumenfeld, LLB, Partner, Aird & Berlis, Resa Eisen, MSW, RSW, Founder, Marathon Mediation, and capably moderated by Roxana Tavana, LLB, Managing Director, Scotiatrust.

The presentation was well attended and generated significant audience Q ...

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A critical illness can be costly and could sideline your financial plans

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Being diagnosed with a critical illness can be devastating in so many ways. Taking time off from work for treatment and recovery, lost income and higher than expected medical bills can have a significant impact on one’s finances, lifestyle, and planned savings strategies. The expenses could involve travelling for treatment, buying medication not covered by the provincial health plan, getting extra help around the house, or making home renovations for accessibility. We often assume that as one gets older, the ...

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June 2017 Moir Team Newsletter

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We hope you enjoy our newsletter below and we welcome your comments and feedback. If there are topics you’d like to see addressed in future issues, please let us know.

Save the date: early September, 2017
An Estate Planning Seminar – I’m participating in a panel presentation with Rachel Blumenfeld, LLB, Partner, Aird & Berlis, and Resa Eisen, MSW, Co-Founder, Essential Conversations. Roxana Tavana, LLB, Managing Director, Scotiatrust is our Panel Moderator.

Planning one’s legacy is such an important topic that is ...

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Foreclosures can happen with reverse mortgages

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Guy Dixon, The Globe and Mail
Published Monday, Feb. 20, 2017 12:00PM EST

Anything that sounds easy comes with risks. And one risk of using a reverse mortgage to pay for retirement, albeit a rare risk, is foreclosure.

Reverse mortgages are advertised as a way to draw money out of your home for retirement, an alternative to selling the home or taking out a loan, such as a home equity line of credit. With property prices so high, accessing some of ...

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