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.

Critical illness vs. disability insurance: Which one do you need?

You work hard to support your family, build your future, and live the life you’ve planned. But what would happen if your health took a turn – unexpectedly? This is where critical illness insurance and disability insurance come in....

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Key person insurance: What it is and why your business might need it

What would happen if a key person in your business suddenly couldn’t come to work due to illness, injury, or even an unexpected passing....

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5 signs your family might be under-insured (and how to fix it)

Being under-insured doesn’t always mean having no insurance. It often means having the wrong kind of insurance, or not enough of the right kind. And if that sounds familiar, you’re not alone....

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Navigating the sandwich generation: Balancing family, finances, and your future

Feeling squeezed between the demands of raising your children and caring for your aging parents? Welcome to the sandwich generation, where balancing family responsibilities and financial obligations can leave you feeling stretched thinner than......

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Can you retire sooner than you think? Let’s find out

We’ve helped hundreds of clients, including many in high-pressure careers, explore whether early retirement is a real option. And often, with careful planning and smart strategies, it is....

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Why you need a Will: Protecting your legacy and loved ones

A will is more than just a legal document. It plays a vital role in ensuring your final wishes are respected and your loved ones are protected. Let’s explore why having a will is so important....

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RESPs: Unlocking opportunities beyond traditional higher education

If you're a parent, you need to know about the secret weapon that can help your kids chase their dreams, whether they're aiming for a university degree or a career in the skilled trades: the Registered Education Savings Plan (RESP)....

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Balancing personal and business financial planning as an entrepreneur

Being a business owner can open up some exciting opportunities. You can work for yourself and make money following your passion. But being an entrepreneur also comes with its challenges, particularly when it comes to your finances....

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