Blog
Personal Life Insurance Planning
Wondering which type of life insurance is right for you? This article breaks down what each option covers, how it works, and what it’s commonly used for—so you can feel confident protecting your family’s future.
2025 Ontario Budget
Ontario’s 2025 Budget keeps tax rates stable while introducing cost-of-living relief for families, growth incentives for businesses, and healthcare and housing support for retirees. With targeted measures to help manage inflation, support job creation, and respond to U.S. tariff pressures, this year’s budget provides new planning opportunities for Ontarians at every stage of life.
Maximizing Your Estate For Your Heirs
Non-Registered Segregated Funds: A Comparison with Traditional Bank Investments Estate planning is essential for a smooth transfer of assets to your beneficiaries. While traditional non-registered (non reg) investment accounts from the big banks (& Credit Unions...
Why You Need a Financial Advisor Now
Navigating Uncertainty: 3 Key Benefits of Having a Financial Advisor and a Financial PlanThe world of finance is full of ups and downs. Economic downturns, stock market volatility, and unexpected global events can leave even the most experienced investors feeling...
Is someone keeping this a secret from You?
Do you have Non-Registered investment accounts at a Bank or Credit Union?"Non-Registered" simply means the money isn't in a "Registered" account that CRA tracks ... such as an RRSP/RRIF/TFSA.Do you plan to eventually leave that money to your kids, or their kids (your...
Money Dates for 2025
Updated for 2025: Our Money Dates infographic is a reference of important Money Dates of when returns aredue to be filed, payments are due, and government benefits are paid. Keep for reference throughout the year.As a Financial Planning professional, Del works...
Estate Bypass Strategies
Estate planning is about much more than having a will, and a proper estate plan can significantly reduce the stress and personal risk executors otherwise face. Assets that are included in the will are also subject to probate fees (Estate Administration Tax – “EAT” –...
Maximizing Your Estate For Your Heirs
Non-Registered Segregated Funds: A Comparison with Traditional Bank Investments Estate planning is essential for a smooth transfer of assets to your beneficiaries. While traditional non-registered (non reg) investment accounts from the big banks (& Credit Unions...
A “One-and-Done” Gift to Charity
When it comes to making donations to charity most donors across the country are still making contributions through cash, cheques and credit cards. Most people still don’t realize that you can use Life Insurance for philanthropy — that, in fact, Life Insurance is one...
