As a business owner, your corporation has a life insurance policy on your life –…

You own your own business and recently, you’ve heard some talk about estate freezes. So,…

What’s your greatest asset? Home and vehicles are among the most common answers we hear,…

Although it’s certainly important to consider the duties and responsibilities that this role would entail,…

With the Loan Calculator you can see the difference that shopping around for a good loan rate makes, even for a rate that’s just a little bit lower. You’ll even be able to measure what it’s worth to you in interest savings to divvy up your loan payments and increase your payment frequency, paying a little bit weekly instead of a lot monthly. This calculator even lets you see what your finances would look like if you increased those loan payments by even just a little bit. Because… you guessed it… every little bit counts! So go on and let the Loan Calculator show you the way to better debt-reduction and savings!

Figuring out how much to contribute to your RRSP is important. Do it right, and…

You already know that home ownership allows you to build wealth and add to your…

It’s that lovely time of the year when everyone is full of cheer (the 2021 brand of cheer,…

Prostate cancer continues to be a scourge on the Canadian health landscape as the most…

The age-old question when planning for retirement is ‘how much do I need to save’.…

Using an RRSP doesn’t have to be complicated or intimidating. In fact, once you break…

In our recent article Beneficiary Designations – Making Sure Your Money Goes Where You Want, we…

Each of us will experience unique challenges throughout our lifetimes that may affect our ability…

You have all of your bases covered, well done! But what happens when that time does come and your beneficiary needs to claim the proceeds of your life insurance policy? It will already be a difficult time for your beneficiary and you want to ensure that the process does not add more stress. Below are a few of the steps that your beneficiary can expect during the claims process:

If you had the option to treat a problem or prevent a problem, which would you choose? Today, business wellness strategies need to provide access to tools and resources not only in times of need, but proactively, and ideally before treatment is required or a claim occurs. The understanding is that with increased access to resources supporting proactive wellness, less retroactive forms of treatment (hospitalization, institutionalization and medication) may be required in the long term.

Life is ever changing and so are your insurance needs – what you need today…

If you’re a business-owner, you know how vital your employees are in keeping your business…

Why do we invest our money? Well, one of the key reasons is compound interest…

As life’s circumstances change, a family may one day want to transfer ownership of personally…

In my work I help a lot of small businesses and incorporated professionals with their…

Your financial goals will change throughout the course of your life and the focus will…

Whether it be working from home or maintaining the frontline as an essential worker, all…

Watch this video to learn more about how RESPs can maximize your investments while providing…

Insurance can provide that security in a number of ways that may surprise you. It…

Many of my clients are small businesses which are looking to acquire corporate insurance for…

The truth is that when it comes to our health, both mental and physical, loneliness…

In addition to providing lump sum payments in the event of a life-threatening illness, a…

Have you and your Advisor completed an insurance needs analysis? It is very likely that life has changed a little since your plan was first put into place.

RRSP’s are much more than just a way to save for retirement – there’s many other situations where having an RRSP can help. For example, if you contribute to a plan in when your earnings are high, you can use the money to support you during any break from employment such as maternity leave or a layoff.

What is an RESP? Registered Education Savings Plans (RESP) are a great way to accumulate…

We work hard all of our lives. This hard work allows us to afford a…

Whatever your process, when it comes to planning for your retirement, there are two distinct…

You’ve worked hard throughout your lifetime and this hard work has finally paid off. Perhaps…