Our commitment isn’t to sell you something.
It’s to teach you something!
Can Life Insurance Premiums Be Deductible?
Did you know that life insurance premiums can be deductible? Yes, they sure can in limited circumstances.
Policy Transfers from Individuals to Corporations: Still Worthwhile?
The March 22, 2016 budget eliminated the income tax advantages of many policy transfers from individual shareholders to corporations.
Planning for a Lifetime of Adventure
Life is an adventure full of twists and turns, and learning to navigate it can take a lifetime. Unfortunately, that’s a little too late.
Insuring your Most Valuable Asset
What is your most valuable asset? It’s a tough thing to think about, and not something that you often have to determine.
The Complete Puzzle: The Benefits of Bundling
The world is full of uncertainty, and many of us turn to life insurance to provide a safety net for our loved ones and ourselves.
The Power of Compound Interest
Why do we invest our money? Well, one of the key reasons is compound interest – meaning, the money we invest today has the ability to grow if placed in the proper investment accounts.
Changing Gears – From Accumulation to Decumulation
You’ve been diligently stashing away some money from every paycheque, contributing to your RRSP and/or TFSA.
Love and Money
Ah love… such a wonderful thing, but sometimes financial strains and worries can get in the way.
Death, Taxes and Probate Fees
There is a saying that nothing in life is certain apart from death and taxes. Although death is inevitable, there are some ways to minimize those pesky taxes to ensure that as much of your estate goes to your loved ones as possible.
How Corporate Insurance Can Benefit your Business
You own your own business and you have incorporated. A smart decision!
What to do with your Tax Refund if you're Due for One this Year
This year’s tax season was undoubtedly more complicated than ever, with COVID-19 government financial support programs muddying the waters.
Life vs. Living Benefits: Consider the Differences
When you apply for life insurance it pays a benefit upon death while a living benefit product pays a benefit upon a disability or illness.
Insurance for Your Whole Life
Life insurance comes in many shapes and sizes and finding the right fit for your life can be daunting to say the least. It can be tempting to simply find the least expensive solution and go with that. But like all products, sometimes the least expensive option can end up costing you more in the long run.
Needs Based Planning: It’s All About You!
Over the last decade, insurance solutions have evolved, not only in product development, but also in the lens from which we view them.
The ABCs of Spousal RRSPs
A spousal* RRSP is exactly what it appears to be, quite simply a Registered Retirement Savings Plan (RRSP) for a spouse.
How to Use a TFSA to Get Better Investing Results
Are you interested in putting money into your Tax-Free Savings Account (TFSA)?
Gone are the Days of “Just Sign Here”
If I am being honest, financial literacy month holds a special place in my heart and business.
Critical Illness Insurance – Financial Protection Or Your Money Back!
Did you know that 1 in 3 women and 2 in 5 men have a chance of developing a critical illness in their lifetime?
You Have More Insurance Options Than You Think
While traditional life and critical illness insurance offer fantastic protection and good value for your family, if you’re having difficulty getting coverage because of a variety of personal health conditions there are still options available to you.