Insurance should serve your overall financial goals

Universal Life insurance provides every Canadian with beneficial tax and estate planning opportunities. Unlike Term Life insurance, Universal Life insurance is much more than a single payment upon death of the insured. The purchase of an asset like a Universal Life policy can set the stage for many opportunities that have only been afforded to … Read more Insurance should serve your overall financial goals

Tax Season: Are You Feeling Like a Target, Not a Client?

Tax Time means more than the stress of reporting income, figuring out what deductions to tell the government (if you do your own taxes) or your accountant you qualify for, and facing the truth of last year’s tax strategy. It means companies are vying for your attention, implying you can do better if you join … Read more Tax Season: Are You Feeling Like a Target, Not a Client?

Fun Facts About Investing

1. Endorphins. After the initial adjustment period, you’ll feel a sense of freedom you may not have expected. Each deposit can give you a small endorphin hit. 2. Important, but not just for you. The companies you invest in can be earth-changers, hope-builders, and satisfy your need to contribute to the larger world. 3. Your … Read more Fun Facts About Investing

Will Your Term Insurance Surprise You?

43 year old Sam needed insurance in order to be seriously considered for a job. He was sure he wouldn’t need the insurance long. It wasn’t a requirement of the job; it was just a way to prove he was serious about the high-risk occupation. He’d need five, maybe ten years’ worth of coverage, he … Read more Will Your Term Insurance Surprise You?

Please Note:

This website is for general financial education only. All information is based on Canadian products and services, and meant for the education of Canadians. Information is accurate as of publication date, and is subject to change without notice. For advice specific to your situation, please contact us by phone.