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Insurance

Couple reviewing document
Couple reviewing document
Nov 6, 2018
According to Statistics Canada, a Canadian male aged 65 is expected to live to 84 and a female to age 87. Here are some of the financial planning areas affected by the new longevity.
Woman's hand placing coin into piggy bank
Woman's hand placing coin into piggy bank
Oct 9, 2018
For many Canadians, the desire to leave a legacy is an important component of their overall financial, wealth and estate plans. Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.
Nest egg
Nest egg
Oct 2, 2018
Any investor at any age is only one injury, illness or medical condition away from having their nest egg at risk. Here’s how your insurance program can protect your nest egg and help you meet your needs.
African American mother and daughter
African American mother and daughter
Jul 3, 2018
The traditional way of doing things isn’t always the most economical. Take the home phone. Many people hardly use their land line and would save money by only using their mobile phone. Sometimes we follow the same old habits without exploring alternatives.
Financial advisor reviewing financial plan with elderly couple
Financial advisor reviewing financial plan with elderly couple
Jun 28, 2018
Life is full of surprises that can put your goals at risk. Here are some examples — and some key takeaways for all investors.
Family outdoors at vacation home
Family outdoors at vacation home
Apr 18, 2018
As vacation property values climb, so does the potential tax liability. Here are some strategies to help minimize or offset the tax bill.
Retired couple in flower field
Retired couple in flower field
Feb 6, 2018
Visions of retirement are quite different from person to person, but the financial planning to get there is similar for everyone. Here are five essential items on your pre-retirement to-do list.
assante life
assante life
Sep 30, 2016
Parents typically have the same estate planning objectives – to provide for their children’s care and financial security after they’re gone. But when only one parent is involved, certain aspects of an estate plan require special attention.