Financial confidence comes from being well informed. Here, we share our perspectives on important financial topics, real-world case studies, and practical insights that can help you make better decisions about your future.

Have you considered life insurance as an asset class?

If you think life insurance is just about protecting your loved ones, think again!...

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Is your benefits program costing you more than it should?

A good benefits program helps your team stay healthy, happy, and loyal. But often, what looks like a generous benefits plan on paper is actually costing your business more than it should – while not providing the value it could....

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Setting up your kids for success: How to build a strong financial foundation from day one

One of the most impactful ways to support your child’s success is by putting smart financial strategies in place early. It’s not just about covering tuition or future expenses. It’s about giving your child the freedom to make confident choices....

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Should you commute your pension? What to know when leaving a job

Leaving a job – whether you chose it or not – often means facing some big financial questions. One of the biggest? What to do with your pension....

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When optimism fades: Why a plan can make all the difference in retirement

The rising cost of living, shifting expectations about retirement, and worry about whether or not savings will last are all contributing to decreased optimism about retirement. The good news? There’s a clear path forward, and it starts with a plan....

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The business sale blueprint: Planning beyond the sale price

Selling your business can be your chance to turn your life's work into long-term security for you and your family....

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How parents can use life insurance to plan for post-secondary education

While RESPs (Registered Education Savings Plans) are a great way to save, they’re not the only tool available. Life insurance can play a valuable role in supporting your child’s education goals....

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Education savings that work: What every Canadian family should know about RESPs 

One of the most effective ways to prepare for a child’s future is through the Registered Education Savings Plan (RESP) – a uniquely powerful tool for education savings that combines tax advantages with government support....

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Planning with purpose: How to ensure your wealth reflects what you believe

Legacy involves more than financial security. It’s about using wealth to reflect values, support community, and shape the future. Whether you're new to charitable giving or looking to refine your approach, here are five thoughtful questions....

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Critical illness vs. disability insurance: Which one do you need?

You work hard to support your family, build your future, and live the life you’ve planned. But what would happen if your health took a turn – unexpectedly? This is where critical illness insurance and disability insurance come in....

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