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Vision

My objective is to help assure and insure dollars for future delivery. I strive to accomplish this by working with, and advocating for, clients while addressing their specific retirement, investment, and insurance needs.

 

I set out to be a valuable and most trusted financial partner for money/life management in the community in which we live and work.

Your Future

In 10 or 20 years time when you're enjoying a round of golf funded by a carefully designed retirement income plan, or your child graduates from university debt-free because of an education savings plan, at Ian C. Moyer Insurance Agency we'll be proud to say, we helped make that happen!

Recent Articles of Interest

Caregiver's Diary: The Executor's Checklist

 

Caregiver's Diary: The Executor's Checklist

 

A writer for the CARP (formerly Canadian Association of Retired Persons) offers his wife's account of acting as executor of her father's will, showcasing a timeline of typical errands for an executor shortly after the estate-holder's passing.

 

Changes to Administration of Ontario Probate Taxes

 

Changes to Administration of Ontario Probate Taxes

 

The legal team at Pallett Valo LLP provides an in-depth look into the recent amendments to the Estate Administration Tax Act (EAT) of Ontario - commonly referred to as "probate taxes." The article gives a very detailed account of the administration of EAT and its changes, particularly the ramifications for executors of wills in Ontario.

 

Ontario Executors Face New Probate Filing Rules

 

Ontario Executors Face New Probate Filing Rules

 

New Ontario probate rules effective January 1, 2015 will require a more detailed and documented estate valuation from executors during the probate process. Mackenzie Investments discusses the particulars of these new laws and the implications for executors and those planning their estate.

 

To Probate or Not to Probate

 

To Probate or Not to Probate

 

Leanne Kaufman at the Financial Post gives an overview of the probate process in Canada - the process by which an executor of an estate and the corresponding will are legally recognized and confirmed. The primary benefit of probate is that most bank and securities accounts can only be transferred after an executor has been authorized by probate; while, the clear downside to probate is that it triggers taxes on the value of the estate.

 

Life Insurance Tools

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We're based in the heart of Ingersoll, Ontario, and we aim to serve southwest Ontario with impartial, professional financial security planning advice. We won't sell you insurance you don't need, or suggest plans that are beyond your budget. We don't hide behind a website or a telephone either; our office door is open if you want to drop by, or schedule an appointment. We want to meet you, get to know you, and discover how we can help you provide for your family, your business or the future.

 

Life Insurance Companies

Sun Life

 

Sun Life is a leading Canadian-based international financial services company, offering a diverse range of insurance and investment products that meet the needs and goals of our customers.

 

A.M. Best Company rates Sun Life Assurance Company of Canada’s Financial Strength as A+ (Superior)

 

Canada Life

Founded in 1847, Canada Life provides a wide range of insurance and wealth management products and services for individuals, families and business owners from coast to coast.

 

A.M. Best Company rates Canada Life’s Financial Strength as A+ (Superior)

Wawanesa Insurance

Since 1896, Wawanesa has insured people in their work and in their play. Wawanesa Life has been a proud member of the Wawanesa family since 1960. Wawanesa Life offers a full line of individual life insurance and annuity products, as well as group insurance products.

 

A.M. Best Company rates Wawanesa Mutual Insurance Company’s Financial Strength as A+ (Superior)

Manulife Financial

Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.

 

A.M. Best Company rates The Manufactures Life Insurance Company’s Financial Strength as A+ (Superior)

Standard Life

Standard Life is focused on supporting advisors and meeting the long-term savings needs of customers, so that they feel confident and optimistic about the future.

 

Standard & Poor’s rates Standard Life’s Financial Strength as A+ (Strong)

The Great West Life Assurance Company

Great-West Life is a leading Canadian insurer. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, business owners and organizations.

 

A.M. Best Company rates Great- West Life’s Financial Strength as A+ (Superior)

 

About Us

At Ian C. Moyer Insurance Agency Inc., we have just one goal; to ensure your hard-earned dollars work hard for your retirement, investments and insurance needs.

 

As experienced financial security advisors, we've helped hundreds of people like you plan for their future by managing their investments and helping to provide them financial independence so they can enjoy the lifestyle or retirement they envision.

 

We've insured hundreds of people in Ontario so they can enjoy a lifestyle or retirement that is protected from the financial impact of critical illness or disability.

 

We've helped many plan their estates so their families get the benefits, not the tax man. In a nutshell, we offer financial security planning services for everyone, not just the well off.

 

We can advise you on a range of essential insurance and investment services including:

  • Retirement & investment solutions
  • Registered savings accounts
  • Pensions and annuities
  • Estate planning & probate
  • Life insurance
  • Disability insurance & critical illness insurance
  • Health & dental coverage

Read More...

We're based in the heart of Ingersoll, Ontario, and we aim to serve southwest Ontario with impartial, professional financial security planning advice. We won't sell you insurance you don't need, or suggest plans that are beyond your budget. We don't hide behind a website or a telephone either; our office door is open if you want to drop by, or schedule an appointment. We want to meet you, get to know you, and discover how we can help you provide for your family, your business or the future.

Concepts and Ideas

  • rrsp
    Two questions have to be asked with regard to RRSPs: "when do I start to withdraw?" and "how much do I withdraw?" Unfortunately there is no cookie-cutter answer for either of these questions; every situation is unique. Does the retiree have a defined benefit pension plan or one that is defined contribution? Is he or she planning to retire early, at age 65, or later?
  • nestegg
    An annuity is a retirement income tool where a single lump sum is paid as a premium to an insurance company in exchange for a policy that generates a stream of income. This policy can be based on single or joint lives, it can provide level income or adjusted each year for inflation, and the annuity can either be paid for life or for a specified term.
  • signage.jpg
    Understanding the differences between term insurance and permanent insurance will help you to choose a product that best reflects your risks and your needs. Term Insurance provides a fixed amount of coverage typically for periods of 10 and 20 years and then expires when the owner reaches a certain age (i.e. 85). After each specified period or “term,” the insurance renews automatically and the cost of the insurance renews at an increased premium.

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Contact Information

 

Phone: 1 519 485 5801

Toll Free: 1 800 565 5444

hello@ianmoyer.com
Fax: 1 519 425 1207

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