Blog Posts

Charitable giving can be done in many ways. Watch this video to learn more.

Sometimes, what matters most to us isn't protected. Or if it is, it might not be enough.

Though most of us know someone who has suffered from a critical illness, we don't think it can happen to us. Sandra was one of those people, until she was diagnosed with lymphoma.

Financial tools to help make planning easier

You have worked hard to save for your retirement and you want to ensure a legacy is in place with minimal tax implications – see how Segregated Funds can assist with that planning even over the age of 80.

Talking with your partner about your financial future is an important first step; you need to be able to communicate to an advisor where you’re starting from and what your goals are.

Using permanent life insurance to help fund your child's education - Tuition costs have nearly tripled over the past quarter-century ­– good enough reason to start planning for your child’s university or college education.1

Family businesses are most definitely worth it – how to keep the family engaged and grow the business with the next generation and perhaps the one after that one too.

As the corporate changes evolve and take hold we are still here for you providing personalized financial planning that suits your needs and goals.

As a mother of teen daughters the value of learning financial literacy early in life is certainly a lesson I support and promote. Let’s give our children a fighting chance to be as debt free as possible or at the very least educated on how to manage their finances. To also see the value of working with a financial advisor