How to make charitable giving part of your financial plan

You know you can’t take your money with you when you die, but have you thought about what your legacy will be?...

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November 2022 market update

A slowdown could be on the horizon for the U.S. Federal Reserve...

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How to make an impact with strategic charitable donations

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

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How key person insurance can help your business

Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success...

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October 2022 market update

Central banks take another shot at taming inflation...

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Planning for probate and estate administration taxes (excluding Quebec)

Six effective probate planning strategies to consider when discussing your clients overall estate plan...

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What happens to my benefits if I leave my job?

Millions of Canadians are enrolled in a benefits plan that provides health and dental coverage, as well as other benefits that can help you protect your loved ones and plan for the future financially....

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How much life insurance do you need?

People often buy life insurance when they’re getting married, having a child, buying a home or starting a business...

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How long will my retirement savings last?

It’s safe to say we spend a lot more time figuring out how we’re going to save for retirement, than how we’re going to withdraw those savings. Here are some tips that may help....

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How much do benefits cost employers?

The reasons to offer a benefits plan include employee retention, employee wellness and morale, and some potential tax advantages for employers...

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