Advice

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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Should you get life insurance if you’re single or young?

Getting married, having a child, buying a home or starting a business are all good reasons to get life insurance...

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Do your investments help reduce carbon emissions?

Let clients know that our portfolios include carbon transition...

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