
A Lifetime Gift for Your Grandchildren
The Cascading Life Insurance Strategy
If you are a grandparent…

1 in 3 Canadians will become disabled before age 65
What you need to know about your Group Long Term Disability
Having…

Critical Illness Are you Protected?
Why a Doctor Invented Critical Illness Insurance
Critical…

A Summary of Proposed Tax Changes in 2017
The month of July saw a set of proposed tax changes announced by the Federal Minister of Canada which are potentially the most impactful and significant amendments since the large-scale tax reform of 1972.

Thinking of Cancelling Your Life Insurance
Have you found yourself wondering if you really need that life…

Estate Planning for Real Estate Investors
For many Canadians the majority of their wealth is held in personally…

The Best Way to Insure Your Mortgage
If you have a mortgage it makes good sense to insure it. Owning…

Do You Need Individual Life Insurance?
Canadians may need to rethink their risk management
In a recent…

Ontario Budget 2017
Ontario Finance Minister Charles Sousa delivered the province’s 2017 budget on April 27, 2017. Learn what the budget means for small business owners and individuals.

There is nothing so certain as Death and Tax
Or so the saying goes. This certainly is true in Canada where…

Ontario 2017 Budget
Ontario Finance Minister Charles Sousa delivered the province’s 2017 budget on April 27, 2017. Learn what this means for business owners and families.

Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability
The Sandwich Generation was a term coined by Dorothy Miller in…