Just saying… life insurance > roses.

Just saying… life insurance > roses.

Just saying… life insurance > roses.

Life insurance isn’t for you

Life insurance isn’t for you

Life insurance provides a financial lifeline to your loved ones when you are no longer in the picture.

Love is an action word!

Love is an action word!

Love is an action word. Have you done any of these for your loved ones recently?

New Job? Review your Life Insurance

New Job? Review your Life Insurance

Starting a new job or changing careers is one of those important times when you need to review your life insurance options.

Myth vs Fact

Myth vs Fact

You work hard to educate your kids about financial responsibility. Preparing for the future with life insurance is a lesson in goal-setting, budgeting and discipline.

Planning for the what-ifs

Planning for the what-ifs

We may not like to think about it, but anything can happen to us. If you were no longer alive, what would your family’s financial future look like? Ensure your loved ones’ financial peace of mind by getting life insurance.

I’ve got you every step of the way!

I’ve got you every step of the way!

With life insurance, protecting the future of your loved ones is possible. Share this if you agree!

The New Retirement Reality

The New Retirement Reality

Canada’s population is aging at an accelerated rate. An unprecedented number of Canadians are making the transition to retirement

Simplifying insurance coverage

Simplifying insurance coverage

At times, it can feel like Life Insurance Companies have overcomplicated the products they provide by using fancy names and acronyms. This has left many Canadians feeling confused. Fundamentally, there are only three plan types to choose from when purchasing life insurance. You can rent, lease or own the insurance. Below is an explanation of […]

It’s a gift that your loved ones will never forget!

It’s a gift that your loved ones will never forget!

Add to your family/business payroll The day you leave, insurance will come in to cover Use the interacvtive calculator to calculate the amount of coverage and cost specific to you. Receive a detailed report with multiple comparisons. Get started now

Can we have a minute of your time?

Can we have a minute of your time?

Add to your family/business payroll The day you leave, insurance will come in to cover Use the interacvtive calculator to calculate the amount of coverage and cost specific to you. Receive a detailed report with multiple comparisons. Get started now

The “Know Your Client” rule

The “Know Your Client” rule

Before providing you with advice, investment advisors must meet the requirements of the “Know Your Client” (KYC) rule to ensure their advice is suitable for you. At your first meeting, your investment advisor will ask for your: Marital status Age – your date of birth Occupation – if you are retired, your occupation before you retired Income […]

Retirement Income Enhancer – Insured Annuity

Retirement Income Enhancer – Insured Annuity

 If you are like most Canadians, you may be looking for: Guaranteed supplemental retirement income Ways to guarantee you don’t lose any of your hard-earned money A guaranteed income certificate (GIC) will work perfectly. The problem is that GIC revenue is interest income and is taxed at your marginal tax rate. In today’s low interest […]

Segregated Funds Benefits

Segregated Funds Benefits

As you know, I’ve helped you manage your risk be it with life insurance, critical illness, or disability insurance. I also have expertise in helping you with your investments and managing risk there too. As an independent insurance advisor, I’m uniquely qualified to offer you segregated funds, which are an investment product with principle guarantees, […]

Intro to Segregated Funds

Intro to Segregated Funds

Investing your money is an effective way to put your money to work and build your wealth. By investing smart, it helps give you more flexibility to earn more on your money, build more security for your retirement, and ultimately give you the chance at achieving your financial goals and dreams. However, investing comes with […]

Enhance Your Charitable Giving Using Life Insurance

Enhance Your Charitable Giving Using Life Insurance

According to Statistic Canada, over $10,000,000,000 was donated from 5,000,000 Canadians to charity in 2019.  All these donations are eligible for a non-refundable tax credit. By using Life Insurance, you can increase your overall charitable donation benefiting a cause that really means something to you. Donating funds to the Canada Revenue Agency through taxation just […]

ESG Investing

ESG Investing

More and more, Canadians want their investments to reflect their personal values and we want our investments to have an impact for positive change in the world.  There are many approaches to responsible investing, including: Climate change Women in leadership Community development Excluding fossil fuels, weapons, and vices Companies that perform well on environmental, social […]

Are you insuring your most valuable asset?

Are you insuring your most valuable asset?

Ask the average Canadian what their most valuable asset is, and if you are a homeowner, you would likely say your principal residence.  While that is likely true when it comes to something tangible you can buy or sell, it is far from your most valuable asset. Your ability to earn an income is your […]

Financial markets at a glance

Financial markets at a glance

FINANCIAL MARKETSAT A GLANCE   MARCH 31, 2021 Canadian and U.S. equity sectors were generally positive this month. Short-term and global bonds outperformed, amongst a backdrop of rising yields. Here are the financial markets at a glance.  Download the PDF     CANADIAN EQUITIES   US EQUITIES     Sector9 of the 11 Canadian equity […]

What is the impact of a critical illness?

What is the impact of a critical illness?

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