Blog

Is Joint Insurance Coverage Right for You and Your Spouse?

28 September, 2017

Filed Under: Financial Planning

You and your spouse may share a bank account, a home, or a business. How about an insurance policy? There are good reasons to consider joint insurance coverage – commonly known as ‘joint last-to-die’, a single contract based on the lives of two... Read More

RRSP & TFSA – Saving for the future involves using both

21 September, 2017

Often, saving for the future involves using both RRSPs and TFSAs... Read More

5 steps to developing a retirement plan in your twenties

14 September, 2017

Filed Under: Retirement Planning

Planning for retirement in your twenties may seem daunting, especially if you’ve just started working and still have student debt to pay off. You might be thinking, “If I still have over 40 years until retirement, why do I need to start now?”... Read More

Expert Estate Planning: Leaving a Lasting Legacy

7 September, 2017

Filed Under: Estate Planning

Estate planning is the process of organizing your assets accumulated during your lifetime and planning for the tax-effective transfer of these assets upon your death... Read More