Key person insurance: What it is and why your business might need it

What would happen if a key person in your business suddenly couldn’t come to work due to illness, injury, or even an unexpected passing....

Read more

Smart strategies for tax-efficient retirement income

Read more

How insurance fits into the life of an incorporated professional

For incorporated professionals, insurance isn’t just about protection – it's about strategy. With the right structure, insurance can go beyond providing for your loved ones....

Read more

5 signs your family might be under-insured (and how to fix it)

Being underinsured doesn’t always mean having no insurance. It often means having the wrong kind of insurance, or not enough of the right kind. And if that sounds familiar, you’re not alone....

Read more

Interest rates: What they are and what they mean for your wallet

Seemingly small percentages can have a big impact on your financial well-being. Learn more about interest rates and how they can impact your wallet....

Read more

How to navigate retirement with a mortgage

As we live longer and work into our later years, the reality of managing a home loan after retirement is becoming more common. But there are strategies that can help you handle a mortgage in your golden years, so you can enjoy retirement with confide...

Read more

Navigating the sandwich generation: Balancing family, finances, and your future

Feeling squeezed between the demands of raising your children and caring for your aging parents? Welcome to the sandwich generation, where balancing family responsibilities and financial obligations can leave you feeling stretched thinner than......

Read more

Boost your savings power with high-interest options: GICs and HISAs explained

You work hard for your money. It should do the same for you. If you’re tired of watching your hard-earned savings earn you just a few cents each month in a regular chequing or savings account, you have options....

Read more

Can you retire sooner than you think? Let’s find out

We’ve helped hundreds of clients, including many in high-pressure careers, explore whether early retirement is a real option. And often, with careful planning and smart strategies, it is....

Read more

When families blend: How to plan your finances thoughtfully

Families come in many forms, and blended families are becoming more common in Canada. These families bring joy, love, and new beginnings. But they can also introduce unique financial complexities....

Read more