A lot has changed in the past 30 years, and the financial industry is no exception when it comes to meeting the financial needs of women, which often differ from those of men…more

You know how important insurance is in providing you and your family with the income and peace of mind you need, knowing your financial obligations are met in the event of a disability, illness or even death – but do you know about the many advantages of term insurance?…watch

When planning for your financial future, there’s a lot to consider, especially if you’re doing it on your own. “What are my needs? Are there any risks that I should be aware or wary of? Do I need insurance? How much? What kind? Where should I get it?” Lots of questions, and finding accurate, up-to-date answers can feel quite daunting at times…more

You own your own business and recently, you’ve heard some talk about estate freezes. So, what exactly is an estate freeze and should you consider implementing one?...more

When considering the purchase of insurance, the various available options can be a bit perplexing and stressful. Your advisor’s role is to analyze your particular situation and help you choose the best combination of coverage and payment options…more

Whether it’s through our money or our time, we’re all charitable in some form or another. But planning a charitable gift in a Will can be fraught with difficult questions like “am I going to disinherit my loved ones?”…more

Wow, you’ve been asked to be an executor (or liquidator in Quebec) – what a great privilege… or is it? Before you say yes to this momentous role, here are a few things that you should consider…more

If you want a basic understanding of your life insurance options, here’s the 101. All life insurance plans start with the same basic precept. The policyholder pays a premium in exchange for a tax-free lump sum benefit that’s payable to their selected beneficiaries upon their death. But there’s more!

We reached out to friends and colleagues at some of Canada’s most prominent community foundations to help answer one of the most commonly asked questions about charitable gifts in Wills: How do charities use the gifts that are left to them? The answers we got shed some light on how important donations left in a Will are, and what a big impact they can have on a cause…more

What happens when the time comes and your beneficiary needs to claim the proceeds of your life insurance policy? It will already be a difficult time for your beneficiary and you want to ensure that the process does not add more stress…more