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We are committed to providing clients with timely information on investments, wealth planning and our community.

Insurance

woman on her phone and laptop
woman on her phone and laptop
Sep 24, 2020
Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
hispanic couple with their financial advisor
hispanic couple with their financial advisor
Apr 6, 2020
Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.
black couple on beach
black couple on beach
Feb 6, 2020
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
father and adult daughter
father and adult daughter
Dec 9, 2019
You likely have insurance right now that protects your income if you can’t work because of an illness or injury. But find out if that insurance gives you all the coverage you may need.
african american couple
african american couple
Nov 21, 2019
The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.
Family having fun playing in the park
Family having fun playing in the park
Apr 22, 2019
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
Senior couple meeting at coffee shop
Senior couple meeting at coffee shop
Mar 27, 2019
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
Happy couple meeting financial advisor
Happy couple meeting financial advisor
Jan 31, 2019
Your financial situation may be more complicated as life evolves, but fortunately, you’re not alone when you have an advisor. Here are two examples of couples facing multiple financial issues at once, and how their advisors helps take the worry out of their financial life.
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
Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.