The Need for Personal Life Insurance

At different stages of life, the need for life insurance will vary, here’s a list of reasons for life insurance: Young Singles/Young Couples- cover off any debt including debts with co-signers,  final expenses, does your family history have significant...

Insurance Planning for Incorporated Professionals

For incorporated professionals, making sure your practice is financially protected can be overwhelming. Incorporated professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the...

Insurance Planning for Business Owners

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...

Webinar: Planning during Uncertainty

Do you have a comprehensive plan? Have you updated your comprehensive plan to reflect the new reality? Do you have all areas of your financial life organized? What is the probability of achieving your financial goals given your current strategy? Are you taking...

Business Owners: 2017 Year End Tax Tips

The end of the year provides a great opportunity for business owners to consider ways to improve their tax position. As a business owner, there’s still time to manage taxes for yourself and your business for 2017 before the end of the year. It is particularly...