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, …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
