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The Simple Truth & The Truth in Advising
The Truth in Advising: Looking Forward
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 Simple Truth in Advising: Limits
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...
The Simple Truth: Critical Illness Insurance
People are now doing what once seemed impossible, surviving critical illness. Now, they can even combat the financial burden of a serious illness with Critical Illness Insurance. While saving one's life is certainly worth the cost, it is nice to know it is not...
The Truth in Advising: Critical Illness Insurance
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...
The Simple Truth: RESP
What do you want to be when you are older? That can be a difficult question for many young people to answer, especially at graduation. Some of us are still trying to figure out the answer, which explains why one can contribute to an RESP until the beneficiary reaches...
The Truth in Advising: RESP
Tuition, textbooks, school supplies, educational devices, the list has no end. 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....
The Simple Truth: Financial ‘Save’ty Month
Every penny counts. It takes time to save, but it is an excellent habit. Start small and work your way up. You may be surprised at how rapidly those pennies can accumulate. Group Benefits If possible, start saving as little as 2%, and then, as this becomes more...
The Truth in Advising: Financial ‘Save’ty Month
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...
The Simple Truth: Wills and Life Changes
Families are full of varying opinions and wishes. Many of which do not agree with each other. At any age, a Will is good to make your wishes clear. Leaving these decisions up to loved ones and family can cause problems within the family structure. Common law spouses...
The Truth in Advising: Wills and Life Changes
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...