Insurance & Legacy Planning
What’s less widely known is that you can purchase an insurance policy on yourself to leave a legacy. This is an option for individuals who want to support a charitable organization
Market and Investment Insights
Insurance – The Basics
Insurance can get complicated, so let’s just look at the basics. There are two types of life insurance, ‘term’ and ‘permanent.’
Timing is everything when it comes to government benefits
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients’ retirement income.
2021 Financial Checklist
2020 was a year to remember, filled with hardship for many, and silver linings for some. As we begin a new year, it’s a time to reflect on the past year to consider what went well and what could be improved upon. Here’s a Financial Checklist to help you and your family start the year […]
November is Financial Literacy Month
From the desk of Erin Gendron… In October, Financial Planners Standard Council (FPSC), Canada’s governing body for financial planning conducted a survey* of over 1500 Canadians. They found that 41% of Canadians lack confidence in their financial affairs. 33% of Canadians feel they would fail a financial stress test (meaning they somewhat or strongly doubt […]