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Paying Attention to Climate Change

Paying Attention to Climate Change

Jul 31, 2024

Global heat waves are now a regular occurrence, causing serious illness and even death….Read…

Disability Insurance Calculator

Disability Insurance Needs Calculator

Jun 5, 2024

If you have group disability coverage, is it enough, and will it pay for long enough? Or, what if you don’t….Read…

Critical Illness Insurance

Critical Illness Insurance Needs Calculator

May 22, 2024

You have options that may cover expenses not insured under your provincial healthcare….Read…

Sleep Apnea

Obstructive Sleep Apnea: Sleep Well, Breathe Easy

May 8, 2024

What is Obstructive Sleep Apnea (OSA) & how it can affect your health?.Read…

Final Tax Bite

Apr 24, 2024

Use this calculator to estimate how much tax is owing on your estate and contact us on how we can help..Read…

Protect Your Business

Protect Your Business: How Insurance Delivers Security and Opportunity

Apr 10, 2024

How can insurance help to protect and grow your business while building assets?..Read…

Having a Drink

Having a Drink: Is One Too Many?

Feb 07, 2024

How manu drinks is too many? Read this article to find out about the limits of alcohol consumption for your..Read…

It’s Not Too Late To Make an RRSP Contribution for 2023!

Jan 24, 2024

Is it too late to Contribute? Find out all you need to know about your 2023 RRSP contributions ...Read…

It's beginning to look a lot like tax season

It’s Beginning to Look a Lot Like Tax Season

Dec 06, 2023

Don’t be fooled by all of this holiday cheer because tax season is just around the corner. Read…

Transferring the Family Business

Transferring the Family Business – The Landscape is Changing

Oct 11, 2023

When it comes to transferring the family business to the next generation, … Read…

Expecting Mom

What Your Client Should Financially Expect When They’re Expecting

Sep 20, 2023

Congratulations, you’re going to have a baby! But what should you financially expect when your’re expecting? Read…

The Importance of Insurance Reviews – Things to Consider

The Importance of Insurance Reviews – Things to Consider

Sep 6, 2023

September is National Life Insurance Awareness Month – do you have the right coverage in place?. Learn More.

Melanoma: Through Thick and Thin

Melanoma: Through Thick and Thin

Aug 23, 2023

What is melanoma and what are some common causes and treatments – read this article to find out.

The Value of Taking Risk

Aug 2, 2023

When interest rates and inflation are high, consider the value of taking risk to increase your purchasing power…

take advantage of attractive GIC rates

GIC Laddering

July 26, 2023

You can benefit from attractive GIC rates without locking in your entire investment for a long duration…

Canadian Financial Services Consumer Protection

July 12, 2023

Canadian financial services consumers can feel secure in knowing that Canada has a strong well-regulated financial…

INFOclip: Building Lifetime Protection

June 28, 2023

Is your life insurance plan designed to last a lifetime? Watch this video to learn more…

Do Younger Canadians Need Insurance?

June 14, 2023

Even when you are young and healthy should you still consider acquiring life insurance and living benefit…

Woman talking to a financial advisor

How to prepare for a Wealth Transfer

May 31, 2023

Intergenerational wealth transfer…if you’re in your retirement years, explore how to invest and transfer your wealth.

Securing Guarantees

Securing Guaranteed Interest Rates with Annuities

May 17, 2023

Annuities, what are they and how can they secure guaranteed interest for you? Read this article to learn more.

Enhancing Your Benefits with Critical Illness and Disability Insurance

March 15, 2023

Did you know that medical expenses currently rank as the number three cause of bankruptcy in Canada?

Tale of Two RRSPs

February 15, 2023

Looking for an RRSP strategy? Try this calculator to compare and contrast contribution amounts, frequencies,…

Your 101 on How Canadians Are Taxed

December 14, 2022

Tax Season is almost upon us. Now is the time to look at your tax efficiencies for the year. How are Canadians taxed…

Transferring Wealth to Future Generations

November 30, 2022

What is “cascading insurance” and how does it work to efficiently transfer wealth to the next generation? Check…

Net Worth Calculator

October 12, 2022

Keeping tabs on your net worth lets you evaluate your financial health and set goals to thrive and prosper. Do you know your net worth?

Cash Flow Calculator

Building a comprehensive household budget and need a little help? Try the Cash Flow Calculator.

September 14, 2022

Savings Growth Calculator

July 20, 2022

Do you know the long-term impact of increasing your regular saving by a few extra dollars? Calculate it!

Strengthening Your Safety Net

May 4, 2022

We tend to carry an insurance safety net to break our fall so we can continue to meet financial obligations in case o…

Insuring Your Greatest Asset

March 23, 2022

We often consider our homes or vehicles as our greatest asset – but are they? Try the Insuring Your Greatest …

Savings to Reach a Goal Calculator

March 2, 2022

If you have financial goals in mind, try this Savings to Reach a Goal Calculator – it will help you recognize challenges ..

Debt Consolidation Calculator

The fact is, there’s no easy way to eliminate debt. However, consolidating existing debt can streamline your…

February 9, 2022

Exploring Your Life Insurance Options

You already know that life insurance provides you with a lump sum benefit payable to your beneficiary, but there…

February 2, 2022

The Loan Calculator

When it comes to debt reduction, every little bit counts. Use this Loan Calculator to see the impact that loan…

January 19, 2022

The Ultimate Planning Tool: For prioritizing what you want when you want

Permanent life insurance – it’s a great planning tool that facilitates beneficial tax and estate planning opportunities…

January 5, 2022

The Mortgage Calculator

When making decisions about home ownership, knowledge is power. Use this Mortgage Calculator to estimate…

December 22, 2021

All of us can agree that putting away a little money for our retirement is good idea. Compounding interest on…

The Power of Compound Interest

April 21, 2021

Capital Required for Income

‘How much do I need to save’. This calculator gives you a simple idea of how much capital you’ll need…

June 24, 2020

Have you ever wondered what the net impact would be on your CPP Benefits depending on when you chose to start…

CPP Benefits – Early or Later

June 17, 2020

Will the Money Last?

Use this calculator to see how long your money will provide you with an annual income.

May 8, 2020

RRSP Tax Savings

Use this calculator to estimate the tax savings on your RRSP contribution.

May 8, 2020

Start Education Planning Now

Use this calculator to see the cost of waiting to invest in an RESP.

May 8, 2020

Tax Calculator

Use this calculator to estimate the taxes you owe based on your taxable income.

May 8, 2020

Insure Your Earning Power

Use this calculator to estimate the value of your earning power and then consider if this asset is adequately co…

May 8, 2020

Life Insurance Comparison

May 8, 2020

While pricing is important, often a policy’s true value lies in the underlying features provided by the plan. Here a…

Life Insurance Calculator

You’ve decide that you need life insurance, and that’s a great start! But how much life insurance is enough?

May 8, 2020

The 2018 Federal Budget introduced new rules that can reduce the amount of the small business deduction avail…

Passive Investment Income Calculator

August 15, 2019

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  • Home
  • Services
    • Health Insurance
      • Critical Illness
      • Accident
      • Disability
      • Health and Dental
      • Long Term Care
    • Life Insurance
      • Term Life
      • Whole Life
      • Universal Life
      • Non-Medical Life
      • Guaranteed Life
      • Final Expense
    • Travel Insurance
      • Super Visa
      • Visitor Emergency
      • For Canadians
    • Group Plans
      • Health & Wellness
      • Employee Assistance
      • Virtual Health Care
    • Investments
      • FHSA
      • RRSP
      • RESP
      • TFSA
  • Group Plans
  • Team
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  • Resource
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      • News and Blog Posts
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