Charitable giving
By Admin 2020/08/25
Charitable giving can be done in many ways. Watch this video to learn more.
Blog Posts
Your most valuable asset
By Admin 2020/08/05
Sometimes, what matters most to us isn't protected. Or if it is, it might not be enough.
Sandra's story
By Admin 2020/07/25
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.
Planning tools from Canada Life
By Admin 2020/06/25
Financial tools to help make planning easier
How segregated funds can help protect your nest egg in a volatile market
By Admin 2019/11/07
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.
Let's talk about your goals.
By Admin 2019/09/30
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.
Find out how life insurance can help fund post-secondary education for your children
By Admin 2019/09/03
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
5 Keys to Successfully Leading a Family Business
By Admin 2019/06/24
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.
Exciting news! #mycanadalife
By Admin 2019/04/08
As the corporate changes evolve and take hold we are still here for you providing personalized financial planning that suits your needs and goals.
Ontario launches plan to teach high school kids financial skills
By Admin 2019/02/21
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