How we think

Confidence comes from being well-informed. Here, we share our perspectives on important risk management and insurance topics, and practical insights that can help you make better decisions about your future.

Back to basics: Protecting your estate with segregated funds and smart planning

You’ve worked hard, planned carefully, and made thoughtful decisions along the way. That shouldn’t stop at estate planning just because you won’t be here to see the outcome....

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Why business continuity planning isn’t just for large companies

For small and mid-sized business owners, continuity planning can feel like something to think about “later,” once the business is bigger or more complex. But continuity planning matters just as much (if not more) for smaller businesses....

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Most disability insurance problems start long before a claim

Disability insurance is one of the most important types of coverage most people will ever have. It protects your income. Yet it’s also one of the most misunderstood....

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Using life insurance strategically: A different kind of asset

When most people think about life insurance, they think about protection. But with the right planning, life insurance can also be a tool for a long-term financial strategy, legacy planning, and tax efficiency....

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