Let's work together

Need help building a plan? I would love to help you with your financial goals. 

Let's connect and have a conversation.

Derek Dixon

Insurance Advisor
Investment Representative

I'm a second-generation Financial Advisor, having followed in my father's footsteps after leaving University.

I focus on listening to my clients concerns, plans and desires and establishing processes to minimize the financial impact of an untimely death or disability. These events can have a tremendous, negative financial impact on your family and business - in addition to the emotional trauma and uncertainty of the future.

Planning for retirement or an exit strategy from business is one of the items that many people choose to put off. While any plan is better than no plan at all, setting out a track to follow makes life much easier.

Finding someone to trust to put these plans in place is one of the most important decisions you can make. I have coordinated with lawyers, accountants and other professionals to ensure you are prepared for whatever life (or death) throws your way.

If you are curious about how I can play a role in your financial well-being, reach out for an open and honest discussion of what to expect when planning for your family's (or business's) financial security.

Ask an advisor: Giving to charity using life insurance

Learn how giving to charity with life insurance lets you make your mark today and grow your impact for tomorrow.

 

 


View video script

 

Description: Description: This animated video introduces a character named Bill and his advisor with illustrated graphics to show how you can give to charity using life insurance.

Text: Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “How can I give to charity using life insurance?” fades in below. An illustration of a hand holding a heart appears on the right side of the frame.

Bill: I want to use some of my money to support charities that are important to me. How can I do that?

Description: Bill and his advisor sit opposite one another in a room setting.

Advisor: There are lots of ways to give, but one way to enhance your donation is with life insurance.

Description: Screen transitions to an illustration of a life insurance policy.

Advisor: Your donation is the life insurance policy.

Description: The life insurance policy illustration moves to the left of the screen, and an illustration of stacks of coins appears to the right of it.

Advisor: When you die, the charity gets the payout on the policy which is generally larger than your original donation.

Description: The illustration of the stacks of coins gets larger than it was originally.

Bill: Would I still get a tax credit?

Description: Screen transitions to an illustration of Bill talking.

Advisor: Of course. One of two ways. If the charity is the policy owner and beneficiary, you’ll get a donation tax receipt for your premium payments from the registered charity.

Description: Screen transitions to 2 illustrations. To the left is an illustration of a hand holding a heart with text “Policyowner and beneficiary” below it. To the right is an illustration of a document and per cent sign with the text “Tax credit for premium payments” below it.

Advisor: Or, if the charity is the just the beneficiary, your estate gets a donation tax receipt when you die.

Screen transitions to 2 illustrations. To the left is an illustration of a hand holding a heart with text “Beneficiary” below it. To the right is an illustration of a document and per cent sign with the text “Donation tax receipt when you die” below it.

Bill: This sounds like a great way for me to make my mark today and grow my impact down the road.

Description: Screen transitions to Bill and his advisor sitting opposite in a room setting.

Advisor: Excellent. Let’s talk about using life insurance to support your favorite charity.

Description: Screen transitions to white background with text: Let’s talk about using life insurance to support your favorite charity.

Canada Life logo appears. Legal text appears: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.

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