When it comes to protecting our loved ones and our financial obligations, insurance plays a vital role. Two common forms of insurance...

If you're looking for a way to save for your retirement, you might want to consider investing in a Registered Retirement Savings Plan...

You have been contributing for many years, but do you know what you will get? For Canadians at or nearing retirement, the Canada/Quebec...

A gift of life insurance can benefit your favourite charity or non-profit in a way that could go beyond your wildest dreams. Here's the...

You know you should do it, but it’s a tough reality to face. Estate planning is a process that many people put off, and you’re certainly...

Think about time in the markets – not timing the markets – that can help achieve your financial goals. Stock market volatility can make...

Last week Canada's finance minister released her second budget. While there seems to be omptimism surrounding the reopening of the...

Take this quiz to see how healthy your financial habits are and what areas could use some improvement. Then, talk to your advisor to...

Ensure loved ones can find your important information in case of an emergency. No one likes to think about it, but if something happened...

“Every journey begins with a single step” is a popular phrase because it relates to so many milestones that people encounter in life....

Employee benefits are not inexpensive, in fact, they can be quite the opposite. Even if you have the best plan design for your company,...

As we head into the third week of 2022, there has been a significant amount of market volatility for a number of factors. Inflation is at...

Every single year in Canada, billions of dollars in estate assets are transferred at death. In fact, we are approaching one of the...

In order to first determine how to maximize your RESP, we need to define what an RESP is. The Registered Education Savings Plan (RESP) is...

As experienced employee benefits consultants, there are several key cost containment measures that we look at when analyzing a new...

Ask the average Canadian what their most valuable asset is, and if you are a homeowner, you would likely say your principal residence. ...

A Tax-Free Savings Account (TFSA) is a personal savings account that can be used to save for any goal. After-tax money can go into a...

The Registered Retirement Savings Plan (RRSP), is a personal savings plan that lets you save money over your lifetime on a tax-sheltered...

Protection from a major health event and a little forced savings for your healthy future self. One of the unique features in the Canadian...

On a weekly basis we meet with business owners about reducing their tax liability at death and maximizing their estate. Often, these...