Tag: financial planning

Putting your needs first: Why group insurance doesn’t cut it

July 18, 2017

Employment contract? Check. Benefits? Check. Group insurance? Check. Do you clearly understand what you are covered for and are all your insurance needs taken care of? Not so fast. If you have group coverage through your job, it can be tempting to assume that you’re good to go on the insurance front. The reality is […]

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Passing on the family cottage

June 27, 2017

For countless Canadians, the cottage has a special place in our heart. It’s the patter of little feet and the joyous splash of our kids running along the dock and plunging into the lake. It’s the cozy afternoon of hot chocolate and playing cards, while the thunderstorm howls outside. It’s the togetherness of family sharing […]

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Women embracing philanthropy with financial planning

May 28, 2017

There is good in all of us. Particularly in Canada, we all make an effort to help those in need, whether it’s making donations, attending fundraisers or volunteering with a community group. While many of us long to do more, taking greater action to tackle the struggles, injustice and suffering in the world can be […]

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An honest look at your financial affairs

February 20, 2017

It’s February and for many it’s time for some honest self-reflection. Do you consider yourself generally successful in your career? Do you lead a busy life? Do you ever worry about whether your financial affairs are all in order? Are you unsure what kind of insurance you have and how much coverage you have under each […]

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A bright idea for funding post-secondary education

September 20, 2016

With a new school year starting up, September marks an important turning point in the year for many Canadians – especially us parents. If you are a parent of a school-age child, something that may be on your mind these days is the cost of post-secondary education. Even if your child has only just had […]

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Using an Estate Freeze to Protect Your Assets

May 3, 2016

If you were to die yesterday, what would happen to your assets? If you’re unsure of the answer to that question, you are not alone. Most Canadians are aware that they need a will with clear direction on where their assets should go upon death. But how to maximize the inheritance left for your loved […]

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Retirement Income Options You Haven’t Considered

February 16, 2016

Retirement income planning is a complicated, personal process. Many baby boomers set to retire in the upcoming years may be concerned about what their retirement income will look like. Saving into your RRSP and through an employee retirement plan offers some assistance and peace of mind. For many, maintaining their lifestyle may be impossible through such […]

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Tips for a Successful RRSP Season in 2016

January 26, 2016

Retirement planning, especially as you’re getting closer to it, may be stressful. This RRSP season, you may be  finding yourself thinking about unknown expenses that may occur in the future, how to maintain your lifestyle during retirement, and trying to ensure everything is going to be alright. You have been contributing to your registered retirement savings […]

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