Will Planning

A Step-by-Step Guide to Conducting a Life Insurance Audit

Many people tend to neglect the insurance part of their portfolio, but it is one of the most important tools you can have as a ...

April 28, 2021

Continue Reading →

Retirement Myths Debunked

We are experiencing a silver Tsunami. The leading edge of the Boomers turned 65 six years ago. On average, 1,250 Canadians turn 65 years old ...

February 26, 2021

Continue Reading →

The Value of Participating Life Insurance

Participating insurance can serve a variety of purposes for both individuals and businesses. For business owners, it may work well as a tax planning vehicle. ...

October 29, 2020

Continue Reading →

What You Need to Know About Appointing a Power of Attorney for Your Finances

Many people may worry as they get older about what will happen if they are no longer able to manage their finances and personal property. ...

August 31, 2020

Continue Reading →

Creating and Maintaining an Estate Plan

While uncomfortable to think about, effectively planning ahead for when you are no longer here can save your loved ones a great deal of time, ...

July 31, 2020

Continue Reading →

How Much Life Insurance is Enough

Life insurance is the foundation of solid financial plan and it is important to make sure that you and your family are protected if there ...

November 29, 2019

Continue Reading →

Are Trusts Still Worthwhile

Since recent tax changes imposed by the federal government, it has been a topic of debate whether or not trusts hold the same advantages they ...

November 29, 2019

Continue Reading →

What Is Probate and How to Plan for It

Probate is the process of getting your will approved by the courts. This process validates your will and allows your executors to distribute your assets. ...

October 30, 2019

Continue Reading →