Blog Posts

Focus on goals, not managing your investments Managed solutions are a straightforward way to reduce the amount of time and worry you spend on your investments.

Retirement is a whole new stage in your life, and it should be on your terms. We can help you prepare and plan out every part.

Beyond helping improve the financial, physical and mental wellbeing of your employees, a benefits, retirement and savings plan can increase productivity and attract talented people.

Segregated fund policies give you the freedom to invest while offering insurance protection to preserve your savings. With our choice of guarantees, you can expand your wealth and secure it at the same time.

Affordable coverage when you need it Life insurance doesn’t have to be a lifelong commitment. Term life is affordable coverage for your big expenses, so your loved ones are protected when it matters most.

Use your home equity to free up cash for your next major purchase or project Let’s say you own a home and would like to do some renovations to increase its value and improve your family’s quality of life. That could mean updating an aging kitchen, repairing some leaky plumbing or finishing a basement. Now, let’s say that, your money is tied up in investments you’d rather not touch, such as RESPs or RRSPs. One option is to use the re-financing option in your mortgage – a process known as a “re-fi”.

There are many types of insurance, but personal insurance is a contract that provides a binding guarantee that compensation will be paid in case of an injury, illness or death.

A financial plan can help you adjust to retirement

Whether you give time, money or skills, using a strategy will make it count Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan? Whether your motivation is spiritual, personal or altruistic, you can make a greater impact by incorporating strategic giving into your budget and financial plan. Strategic giving means careful selection of a charity, then planning how you’ll make your contribution.

As an employer, you offer your employees a benefits plan. Claims are on the rise and you are faced with a very high renewal. What do you do?