Start saving early
by Caroline Hanna You’re never too young to make smart financial decisions. Whether you entered your 20s with a solid savings portfolio funded by your parents, ...
Continue Reading →
A Lifetime Gift for Your Grandchildren
The Cascading Life Insurance Strategy If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you ...
Continue Reading →
Tips for a guilt-free Holiday Season
by Kelly Beaudoin Even for those of us who love the holiday season, this time of year can be very stressful. In addition to all ...
Continue Reading →
November is Financial Literacy Month
Worries about personal finances are at the top of the list when Canadians talk about their sources of stress. By clearly showing you where your ...
Continue Reading →
The Corporate Estate Transfer
If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation. If this ...
Continue Reading →
Caring for Aging Parents
Canadians aged 85 and over represent the fastest-growing segment of the senior population. Start thinking about how you’ll care for your loved ones in this ...
Continue Reading →
The Clock is Ticking!
Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life ...
Continue Reading →
Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability
The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their ...
Continue Reading →
Budgeting for University Life
If you have a son or daughter, perhaps a niece or nephew heading off to university this month, here’s a great article to share with ...
Continue Reading →
The Single Premium Insured Annuity
Available until January 1, 2017 A New Approach A new method of structuring an insured annuity has restored its favourable results. The new approach involves ...
Continue Reading →
