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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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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Smart strategies for tax-efficient retirement income

Planning for retirement isn't just about saving money – it's also about withdrawing your savings wisely. Making smart choices about when and how to take money from your accounts can help you pay less tax and make your savings last longer....

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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....

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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....

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