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.

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

Being underinsured 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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Interest rates: What they are and what they mean for your wallet

Seemingly small percentages can have a big impact on your financial well-being. Learn more about interest rates and how they can impact your wallet....

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How to navigate retirement with a mortgage

As we live longer and work into our later years, the reality of managing a home loan after retirement is becoming more common. But there are strategies that can help you handle a mortgage in your golden years, so you can enjoy retirement with confide...

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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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Boost your savings power with high-interest options: GICs and HISAs explained

You work hard for your money. It should do the same for you. If you’re tired of watching your hard-earned savings earn you just a few cents each month in a regular chequing or savings account, you have options....

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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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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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Exploring the world with confidence: A guide to travel insurance

In an age of shifting borders, unpredictable conflicts, and changing global conditions, travel can feel more uncertain than ever. But travel should still be inspiring and enriching – not stressful. This is where travel insurance can help....

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Life insurance, reconsidered: What it really means to be protected

Life insurance isn’t about fear or worst-case scenarios. It’s about being intentional. It’s about recognizing who and what matters most – and making sure they’re protected, no matter what life brings....

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Insurance in the age of longevity: Are you prepared for a 100-year life?

Living longer is one of the great gifts of modern life. But it also means rethinking how we prepare for retirement, health changes and the unexpected....

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