The complex made simple… What It Is Our tag line completely makes sense when you have had a chance to work with us. Many times, we have met with individuals, families, and business owners who have shared that their finances are a mess, and they have “stuff...
The end of the year is a busy time, especially with the holidays upon us. Here are a few things to review as we bring 2019 to a close. Group Benefits Know your benefit dates1Send in any outstanding claim receipts2Check that your benefits cards and applications are up...
Many of us have experienced the effects of a serious illness, whether from a family member, friend, or colleague. We often think it will not happen to us. Nevertheless, reality can be shocking and life-altering. Critical Illness Insurance can offer a way to alleviate...
Tuition, textbooks, school supplies, and educational devices, with the school year starting anew education is the topic of interest for many parents. As post-secondary costs soar, saving for your child’s future education is becoming a high priority. Here is one...
Financial safety is all about optimizing savings, protecting your investments, and doing regular reviews to ensure your money is working for you. What It Is Financial safety is important to many people. It means having enough security through guarantees such as death...
If you have not completed a Will, you are among 60% of the Canadian population. Honestly, of the 40% that have completed a Will, 1/3 are out of date. Over age 35, only 38% of polled individuals claim to have an up-to-date Will. This leaves a large portion of the...
