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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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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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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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....

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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......

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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....

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Preserving wealth with purpose: The role of trusts in estate planning

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – no matter their net worth....

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